Financial Planning Enablement Lead: Advisor Training Tools

Cetera Financial Group; San Diego (CA); Hybrid; USD 55,000 - 86,000; Full time

Benefits offered by this job

Health, dental, vision, and life ins.

Paid time off + holidays

401(k) with company match

Parental leave

Flexible Spending Accounts

Employee assistance program

Job summary

Cetera Financial Group is seeking a Financial Planning Training & Enablement Specialist to support advisor success through real-time guidance, training, and scalable best practices across planning tools and workflows. The role blends hands-on support, content creation, and training delivery within a Hybrid in-office schedule (Wed, Thu, and 2nd & 4th Friday).

You will partner with advisors to build, refine, and communicate effective financial plans, troubleshoot challenges, and increase

Qualifications

• Strong understanding of financial planning workflows and collaboration with advisors.
• Hands-on experience with planning tools like eMoney or MoneyGuide.
• Ability to thrive in a fast-paced, advisor-facing support environment.
• Excellent problem solving and the ability to explain complex concepts clearly.
• Experience delivering training, coaching, or group facilitation is preferred.

Responsibilities

• Provide real-time support to advisors via phone, email, and 1:1 consultations.
• Answer questions on planning tools, scenario modeling, and plan development.
• Assist advisors in navigating eMoney, MoneyGuide, AdvicePay, and similar tools.
• Troubleshoot issues and remove barriers to keep plan progress on track.
• Escalate complex cases as needed and share best practices.
• Deliver virtual and in-person training sessions, webinars, and bootcamps.

Skills

Financial planning workflows

Planning tools experience

Fast-paced support

Troubleshooting & problem solving

Training & coaching

Education

Bachelor’s degree in Finance/Financial Planning/Business

Finra Series 7 & 65/66 licenses

Tools

eMoney

MoneyGuide

Job description

Cetera Financial Group is seeking a Financial Planning Training & Enablement Specialist to support advisor success through real-time guidance, training, and scalable best practices across planning tools and workflows. The role blends hands-on support, content creation, and training delivery within a Hybrid in-office schedule (Wed, Thu, and 2nd & 4th Friday).

You will partner with advisors to build, refine, and communicate effective financial plans, troubleshoot challenges, and increase