Financial Planning Associate: Growth‑Driven Advisor

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

Benefits offered by this job

Inclusive health, dental, vision, and

Life Insurance

401(k) with company contribution

Paid time off

Parental leave

Employee benefits package

Job summary

GLH&C Financial Services in Citrus Heights, CA is seeking a qualified financial planning professional to support our seasoned advisory team. You will assist with client data analysis, planning, and portfolio reviews, while documenting meetings and follow-up actions to ensure seamless service delivery.

The role requires 2–5 years of industry experience, Series 7/63/65 and Life Insurance licensing, plus strong analytical and communication skills.

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.
• 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 to take detailed notes and provide follow‑up support.
• Conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades.
• Research financial products, investment managers, and services to support client recommendations.
• Create custom spreadsheets or tools for analyzing specific planning scenarios or purchase decisions.
• Respond to basic client inquiries regarding account access, statements, or general financial questions.
• Facilitate fund transfers, update cost‑based information, and complete account‑related forms.
• Maintain accurate records in CRM systems and generate performance reports using portfolio management tools.

Skills

Client service

Financial planning

Analytical thinking

Team collaboration

Education

Bachelor's degree in finance, business, or related field

Tools

CRM systems

Portfolio management tools

Financial planning software (eMoney, MoneyGuidePro)

Job description

GLH&C Financial Services in Citrus Heights, CA is seeking a qualified financial planning professional to support our seasoned advisory team. You will assist with client data analysis, planning, and portfolio reviews, while documenting meetings and follow-up actions to ensure seamless service delivery.

The role requires 2–5 years of industry experience, Series 7/63/65 and Life Insurance licensing, plus strong analytical and communication skills.