Financial Planning Training Specialist

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

The Financial Planning Training Specialist within our Financial Planning team supports advisor success by providing guidance, training, and real-time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver and refine financial plans, troubleshoot challenges, and increase overall confidence in planning capabilities. It combines hands on support, training delivery, and development of scalable best practices to improve advisor adoption and outcomes.

What you will do:

• Provide real time support to advisors through phone, email, and 1:1 consultation
• Answer questions related to financial planning tools, scenario modeling, and plan development
• Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools
• Troubleshoot issues and remove barriers to enable continued plan progress
• Serve as a first line resource and elevate complex cases as needed
• Reinforce best practices that improve plan quality, consistency, and client readiness
• Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions
• Build advisor proficiency and confidence in planning tools and workflows
• Identify common challenges and incorporate them into training design and delivery
• Translate real-world advisor needs into practical, skill-building learning experiences
• Create and maintain training materials, job aids, and best practice guides
• Translate recurring advisor questions into scalable resources
• Ensure content reflects practical and effective use of financial planning tools
• Continuously refine content to align with evolving planning strategies and advisor needs
• Organize and curate content for knowledge base and AI enabled search tools
• Identify trends in advisor inquiries to inform support strategies and content development
• Support the development of scalable, self-service resources for advisors
• Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements
• Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices

What you need to have:

• Strong understanding of financial planning workflows, including plan development and scenario modeling
• Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms
• Ability to operate effectively in a fast paced, high volume, advisor facing support environment
• Strong problem solving and troubleshooting skills across technical and planning-related issues
• Ability to communicate complex concepts clearly in a practical, easy to understand manner
• Experience delivering training, coaching, or group facilitation preferred
• Bachelor’s degree in Finance, Financial Planning, Business, or a related field (or equivalent experience)
• Relevant financial services licenses required, Series 7 and 65/66
• Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role

Travel Requirements

15%

Compensation Range

The base salary range for this role in Dallas, TX & San Diego, CA is $55,000 - $86,000, plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

What we give you in return:

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera

Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.

Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.

Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.

Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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