Associate Advisor Training Specialist

Job Description Cetera is seeking a highly skilled professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The APT plays a critical role in developing sophisticated wealth strategies for high-net-worth (HNW) clients - typically those with $10 million or more investable assets - using a comprehensive planning framework that integrates tax-efficient investing, risk management, trust and estate planning, wealth transfer, and charitable giving. In this role, t

Job Description "Relocation to Dallas, TX" The Large Enterprise Business Development Leader is responsible for driving advisor recruiting growth through strategic execution, people leadership, and performance accountability. This role leads the Large Enterprise Business Development team, partners closely with senior leadership and Client Value teams, and ensures consistent execution of business development initiatives while delivering results aligned to key strategic KPIs. This position is a hyb

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

Job Description The Digital Solutions Senior Product Owner is responsible for the vision, strategy, and execution of AI-driven digital capabilities that serve financial advisors and their end clients. This role owns product strategy, experience design, and delivery for intelligent, client- and advisor-facing experiences, with a particular focus on Generative AI and applied AI use cases across the wealth management journey. This role combines strong digital product ownership skills with analytica