Hybrid Financial Planning Associate — Client Relations

Cetera Financial Group; Baytown (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Mental health benefits

20+ days paid time off

401(k) plan with company contribution

Paid parental leave

Employee Assistance Program

Pet Insurance

Job summary

Cetera Financial Group is looking for an Associate Financial Planning Consultant to join their team in Baytown, Texas. This hybrid role involves working directly with Financial Planning Consultants to enhance client experiences and facilitate strong relationships.

The successful candidate will help meet clients, communicate financial concepts, and assist in monitoring investments. A Bachelor's degree or equivalent experience in wealth management is required. The salary range is $65,000 - $90,000 with additional bonuses.

Qualifications

• Bachelor’s degree or equivalent from a four-year college or university, or at least three years related wealth management experience.
• Experience in paraplanning, financial modeling, and tax preparation preferred.
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint.

Responsibilities

• Provide excellent client experiences and facilitate client retention.
• Meet with clients and CPAs to present solutions and provide follow-up.
• Assist lead advisors in monitoring portfolio investments.

Skills

Client Relationship Management

Financial Communication

Research Skills

Computer Skills (MS Office, CRM)

Education

Bachelor’s degree or equivalent

Job description

Cetera Financial Group is looking for an Associate Financial Planning Consultant to join their team in Baytown, Texas. This hybrid role involves working directly with Financial Planning Consultants to enhance client experiences and facilitate strong relationships.

The successful candidate will help meet clients, communicate financial concepts, and assist in monitoring investments. A Bachelor's degree or equivalent experience in wealth management is required. The salary range is $65,000 - $90,000 with additional bonuses.