Wealth Planner

Cetera Financial Group; Cary (NC); On-site; USD 72,000 - 102,000; Full time

Job summary

Cetera Financial Group is seeking a Wealth Planner to serve as the primary planner for assigned client relationships, developing comprehensive financial plans across retirement, investments, tax, and risk planning. This role is ideal for a CFP® professional who combines technical depth with confident client communication and fiduciary excellence.

You will mentor junior planners, ensure accurate documentation in CRM and planning systems, and guide clients through evolving circumstances with

Qualifications

• Bachelor’s degree required.
• 4–6 years of financial planning or wealth management experience.
• Current CFP® certification.
• Strong technical proficiency in retirement, investments, tax and risk planning.
• Excellent client-facing communication and relationship management.
• Experience with high-net-worth clients and mentoring junior planners preferred.

Responsibilities

• Develop and deliver comprehensive financial plans across retirement, investment, tax and risk planning.
• Serve as the primary planner for assigned households and manage ongoing relationships.
• Conduct client meetings independently and present recommendations clearly.
• Customize planning scenarios based on client objectives and circumstances.
• Partner with Associate Wealth Planners by reviewing work and guiding daily tasks.
• Ensure accurate documentation and compliance in CRM and planning systems.

Job description

Job Description

At Cetera, we are committed to helping clients turn financial goals into clear, actionable strategies. We are seeking a Wealth Planner to serve as the primary planner for assigned client relationships, develop comprehensive financial plans, and guide clients across retirement, investment, tax, and risk planning. This role is ideal for a CFP® professional who combines technical depth with confident client communication and a strong commitment to fiduciary excellence.

Job Description

At Cetera, we are committed to helping clients turn financial goals into clear, actionable strategies. We are seeking a Wealth Planner to serve as the primary planner for assigned client relationships, develop comprehensive financial plans, and guide clients across retirement, investment, tax, and risk planning. This role is ideal for a CFP® professional who combines technical depth with confident client communication and a strong commitment to fiduciary excellence.

What You Will Do

• Develop and deliver moderately complex, comprehensive financial plans across retirement, investment, tax, and risk planning.
• Serve as the primary planner for assigned households, managing ongoing planning relationships and service expectations.
• Conduct client meetings independently and present recommendations clearly and confidently.
• Customize planning scenarios and recommendations based on client objectives and evolving circumstances.
• Partner with Associate Wealth Planners by reviewing work and providing day-to-day guidance.
• Ensure accurate documentation and compliance within financial planning and CRM systems.

What You Need To Have

• Bachelor’s degree.
• 4-6 years of financial planning or wealth management experience.
• Current CFP® certification.
• Strong technical proficiency across core financial planning disciplines, including retirement, investment, tax, and risk planning.
• Excellent client-facing communication, relationship management, analytical judgment, and problem-solving skills.
• Experience working with higher-net-worth households and demonstrated ability to coach or mentor junior planners is preferred.

Compensation

The base annual salary range for this role is $72,000 - $102,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.