Financial Planning Tools Coach for Advisors

Cetera Financial Group; Dallas (TX); On-site; USD 55,000 - 86,000; Full time

Job summary

Cetera Financial Group seeks a Financial Planning Training Specialist to support advisor success by delivering training, guidance, and real-time assistance across planning tools and workflows. You will partner with advisors to optimize plan development, troubleshoot challenges, and ensure confidence in planning capabilities.

You will conduct webinars, bootcamps, and one-on-one sessions while translating user needs into scalable resources.

Qualifications

• Strong understanding of financial planning workflows and scenario modeling.
• Hands-on experience with financial planning tools (eMoney, MoneyGuide, or similar).
• Ability to operate in a fast-paced advisor-facing support environment.
• Strong problem-solving and troubleshooting skills across technical and planning issues.
• Clear communication of complex concepts in practical terms.
• Experience delivering training, coaching, or group facilitation preferred.
• Bachelor’s degree or equivalent experience in Finance/Business.
• Licenses required: Series 7 and 65/66.

Responsibilities

• Provide real-time support to advisors via phone, email, and 1:1 consultations.
• Deliver virtual and in-person training sessions, webinars, bootcamps, and group sessions.
• Develop scalable training content, knowledge base resources, and best-practice guides.
• Guide advisors in using planning tools and workflows effectively.
• Identify trends to inform support strategies and content development.
• Test and translate software updates into advisor-facing guidance.

Skills

Financial planning

Training delivery

Communication

Problem solving

Real-time advisor support

Public speaking

Collaboration

Education

Bachelor’s degree in Finance/Financial Planning/Business

Tools

eMoney

MoneyGuide

AdviceWorks

Fee-for-Service

Job description

Cetera Financial Group seeks a Financial Planning Training Specialist to support advisor success by delivering training, guidance, and real-time assistance across planning tools and workflows. You will partner with advisors to optimize plan development, troubleshoot challenges, and ensure confidence in planning capabilities.

You will conduct webinars, bootcamps, and one-on-one sessions while translating user needs into scalable resources.