Certified Financial Planner, Tax Channel

Dallas, TX, US • Posted 21 hours ago • Updated 21 hours ago

Full Time

On-site

USD $90,000.00 - 110,000.00 per year

Cetera Financial Group, Inc.

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Job Details

Skills

Accountability
Relationship Development
Software Development
Finance
Financial Planning
.NET
Cash Flow
Taxes
Training
Microsoft Excel
Customer Relationship Management (CRM)
Database
Microsoft PowerPoint
Internet
Certified Public Accountant
Control Flow Analysis
Typing
Regulatory Compliance

Summary

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 developing and maintaining a comprehensive knowledge of the client's financial situation, identifying planning opportunities, and following through on implementation. May also work on behalf of prospects and assist in relationship development with new or prospective clients. This is a hybrid role, 1-2 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the (Dallas, TX) area as the primary office location.

What will you do:

Serve as the lead planner/project manager for an assigned client/prospect base.
Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.
Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate.
Enter client data into financial planning software.
Analyze the data for planning opportunities and recommendations.
Develop and/or review and approve deliverables for client meetings, including (but not limited to):
Balance Sheet / Net Worth Statement.
Cash Flow Analysis (including social security recommendations).
Income Tax Analysis.
Other job duties as assigned.

What you need to have:

Bachelor's degree (B.A.) or equivalent from a four-year college or university, and/or two to four years of related experience and/or training required.
Four years of related experience and/or training are required.
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and
Internet usage.
The CFP is required.
One or more of the following is preferred: CPA, CFA, or ChFC.

What is nice to have:

Keying/typing, standing, walking.
Sitting for an extended period.
Constant mental and/or visual attention; the work is either repetitive or diversified requiring constant alertness in an office environment.
The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during the normal performance of the job.
Compliance with company attendance standards.

Compensation:

The salary range for this role is from $90,000-$110,000 base, a competitive incentive-base bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Hybrid

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: 6212
Posted 21 hours 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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