Senior Financial Planning Consultant & Advisor Enablement

Cetera Financial Group Inc; San Diego (CA); Hybrid; USD 125,000 - 148,000; Full time

Job summary

Cetera Financial Group Inc. is seeking a Financial Planning Center Consultant to partner with financial advisors, translating complex planning concepts into clear guidance and measurable business outcomes.

This role emphasizes education, consultation, and decision support rather than hands-on plan creation or software help desk duties. The position focuses on advancing planning adoption, aligning strategies with client opportunities, and driving growth through scalable support across multiple

Qualifications

• 8+ years of experience in financial planning, wealth management, or advisor-facing consulting roles.
• Excellent verbal and written communication skills, including the ability to create simplified advisor explanations and technical internal reference materials.

Responsibilities

• Serve as a firm-wide technical financial planning resource across retirement income, Social Security, IRAs and qualified plans, tax-aware planning, estate and wealth transfer planning, charitable strategies, business-owner planning, risk management, insurance, annuities, and other complex planning disciplines.
• Research, interpret, and communicate complex planning concepts, regulatory developments, tax law changes, and industry trends in clear, practical, advisor-ready language.
• Help advisors evaluate alternatives, understand tradeoffs, identify planning opportunities, and strengthen client relationships through more confident planning conversations.
• Create educational content, technical guidance, and advisor resources that can be applied in client conversations and planning engagements.

Skills

Communication skills

Advisor-facing consulting

Education

CFP® or CPWA® designation

Job description

Cetera Financial Group Inc. is seeking a Financial Planning Center Consultant to partner with financial advisors, translating complex planning concepts into clear guidance and measurable business outcomes.

This role emphasizes education, consultation, and decision support rather than hands-on plan creation or software help desk duties. The position focuses on advancing planning adoption, aligning strategies with client opportunities, and driving growth through scalable support across multiple