Cetera Financial Group, Inc.
Cetera Financial Group, Inc.

Wealth Planner

Cary, NC, US • Posted 15 minutes ago • Updated 15 minutes ago
Full Time
On-site
USD $72,000.00 - 102,000.00 per year
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Job Details

Skills

  • Finance
  • Management
  • Documentation
  • Regulatory Compliance
  • Customer Relationship Management (CRM)
  • Wealth Management
  • Financial Planning
  • Taxes
  • Customer Facing
  • Communication
  • Relationship Management
  • Analytical Skill
  • Problem Solving
  • Conflict Resolution
  • .NET
  • Mentorship

Summary

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.

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Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.
  • Dice Id: RTX1a6d2c
  • Position Id: 6912
  • Posted 15 minutes ago

Company Info

About Cetera Financial Group, Inc.

Advancing What's Next

Cetera Financial Group, Inc. is transforming how advisors guide individuals and families to achieve financial well-being at every stage of their lives.

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life.

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