Financial Planning Advisor Enablement Consultant

Cetera Financial Group; San Diego (CA); Vor Ort; USD 113.000 - 150.000; Vollzeit

Zusammenfassung

Cetera Financial Group in San Diego seeks an experienced Financial Planning Center Consultant to partner with advisors, translating complex planning concepts into clear guidance and actionable outcomes across retirement, tax, and estate planning.

This high-impact role emphasizes education, consultation, and measurable business results, enabling planning-centric client experiences and scalable advisory services across the firm.

Qualifikationen

• Eight-plus years of experience in financial planning, wealth management, or advisor-facing consulting roles.
• CFP® or CPWA® designation required.
• Strong knowledge across retirement income, Social Security, IRAs, tax-aware planning, estate/wealth transfer.

Aufgaben

• Serve as a firm-wide technical financial planning resource across retirement income, Social Security, IRAs and qualified plans.
• Research, interpret, and communicate complex planning concepts, regulatory developments, tax law changes, and industry trends in advisor-ready language.
• Help advisors evaluate alternatives, understand tradeoffs, identify planning opportunities, and strengthen client relationships through more confident planning conversations.
• Create educational content, technical guidance, and advisor resources for client conversations and planning engagements.
• Coach advisors on communicating planning value, identifying opportunities, and incorporating planning strategies into client engagement processes.

Kenntnisse

Financial planning

Advisor-facing consulting

Regulatory understanding

Communication skills

Educational content creation

Ausbildung

CFP® or CPWA® designation

Tools

Financial planning software

Tax planning tools

Estate planning platforms

Knowledge management systems

Jobbeschreibung

Cetera Financial Group in San Diego seeks an experienced Financial Planning Center Consultant to partner with advisors, translating complex planning concepts into clear guidance and actionable outcomes across retirement, tax, and estate planning.

This high-impact role emphasizes education, consultation, and measurable business results, enabling planning-centric client experiences and scalable advisory services across the firm.