Financial Planning Associate - Grow Into Lead Advisor

Cetera Financial Group, Inc.

Citrus Heights (CA)

On-site

USD 72,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Health insurance

Paid time off

401(k) with company match

Paid parental leave

Mental health benefits

Wellness days

Health Savings and FSA

Job summary

GLH&C Financial Services in Citrus Heights, CA is seeking an Associate Financial Planning Consultant to support senior advisors and develop expertise for future independent advisory roles. The role involves financial planning prep, client service, and operational tasks to create capacity for Lead Advisors.

You will assist with analysis, client meetings, portfolio reviews, and research to back recommendations.

Qualifications

Bachelor's degree in finance, business, or 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 collaborate with team members to ensure seamless client service delivery.
Prepare financial plans by gathering and analyzing client data using financial planning software; attend client meetings for notes and follow-up.
Conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades; research financial products and services to support recommendations.