CFP Wealth Planner - Retirement, Tax & Investment Strategy

Cetera Financial Group

Cary (NC)

On-site

USD 72,000 - 102,000

Full time

40 hours ago

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Job summary

Cetera Financial Group is seeking a Wealth Planner to serve as the primary planner for assigned client relationships, developing comprehensive financial plans across retirement, investments, tax, and risk planning. This role is ideal for a CFP® professional who combines technical depth with confident client communication and fiduciary excellence.

You will mentor junior planners, ensure accurate documentation in CRM and planning systems, and guide clients through evolving circumstances with

Qualifications

Bachelor’s degree required.
4–6 years of financial planning or wealth management experience.
Current CFP® certification.
Strong technical proficiency in retirement, investments, tax and risk planning.
Excellent client-facing communication and relationship management.
Experience with high-net-worth clients and mentoring junior planners preferred.

Responsibilities

Develop and deliver comprehensive financial plans across retirement, investment, tax and risk planning.
Serve as the primary planner for assigned households and manage ongoing relationships.
Conduct client meetings independently and present recommendations clearly.
Customize planning scenarios based on client objectives and circumstances.
Partner with Associate Wealth Planners by reviewing work and guiding daily tasks.
Ensure accurate documentation and compliance in CRM and planning systems.