Financial Planning Training & Enablement Specialist

Job Description As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then translate those concepts into clear guidance and actionable business outcomes. This is a high-impact role focused on consultation, education, and decision support. It does not primarily involve creating financial pl

Job Description The Senior RIA Blueprint Technology Consultant supports Cetera's RIA Blueprint offering, an advisory platform built for independent Registered Investment Advisors. The role combines product ownership with direct technology consulting, helping advisory firms select, implement, and get full value from the systems they use to manage portfolios, serve clients, and meet regulatory obligations. It works closely with advisory firm principals and their staff, and internally with consulti

Job Description The Data Support Supervisor is responsible for the day-to-day leadership, operational oversight, and execution of the Data Support organization. This role ensures advisor-impacting issues are prioritized appropriately, work progresses consistently, escalations are actively managed, risks are surfaced early, and team members are effectively coached and developed. The Supervisor is responsible for workload management, escalation governance, employee development, vendor coordination

Job Description We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client's Financial Planning Consultant, and the client's CPA on behalf of the client. This position will review each client's financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for dev