Financial Planning Associate — Client-Focused Growth

Cetera Financial Group; Citrus Heights (CA); On-site; USD 72,000 - 100,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

Mental health benefits

20+ days PTO and holidays

401(k) with company contribution

Parental leave

HSA/FSA options

Employee Assistance Program (EAP)

Identity protection (LifeLock)

Pet Insurance

Job summary

GLH&C Financial Services in Citrus Heights, CA is hiring an Associate Financial Planning Consultant to support senior advisors and develop skills for an independent advisory role. You’ll assist with financial planning preparation, client service, and operations to create capacity for Lead Advisors.

Candidates should be near Citrus Heights and have 2–5 years of financial planning experience, plus Series 7, 63, 65 and a Life Insurance license.

Qualifications

• Bachelor’s degree in finance, business, or a related field.
• 2–5 years of experience in financial planning, investments, or related areas preferred.
• Series 7, 63, 65, as well as a Life Insurance license, are required.

Responsibilities

• Assist Partner Advisors with analysis, client service, and technical tasks.
• Develop and refine technical skills and support client service delivery.
• Prepare financial plans by gathering and analyzing client data using planning software.
• Attend client meetings to take notes and provide follow-up support.
• Conduct portfolio reviews, asset allocation analysis, and rebalance trades.
• Research financial products and services to support recommendations.
• Create custom spreadsheets or tools for planning scenarios.
• Respond to client inquiries regarding account access and statements.
• Facilitate fund transfers and complete account-related forms.
• Maintain records in CRM systems and generate performance reports.

Skills

Series 7

Series 63

Series 65

Life Insurance license

Education

Bachelor’s degree in finance, business, or a related field

Job description

GLH&C Financial Services in Citrus Heights, CA is hiring an Associate Financial Planning Consultant to support senior advisors and develop skills for an independent advisory role. You’ll assist with financial planning preparation, client service, and operations to create capacity for Lead Advisors.

Candidates should be near Citrus Heights and have 2–5 years of financial planning experience, plus Series 7, 63, 65 and a Life Insurance license.