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Wealth Planner

Cetera Financial Group, Inc.

Kansas City, Kansas • Today

Full-time

USD 72,000.00 - 102,000.00 per year

Cetera Financial Group, Inc.

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.

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.
4 years of related experience and/or training are required.
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and
Internet usage.
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 $72,000 - $102,000 base, a competitive incentive-based 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: 6733
Posted 5 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.

Go to company profile

Fitment

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Dallas, Texas

•

Today

Job Description The Sr. Compliance Analyst (Regulatory Exams) is responsible for supporting the network of Cetera Financial Group's broker/dealer and registered investment advisers throughout the examination process. The Regulatory Exam Manager is responsible for coordinating all aspects of firm and branch level examinations by state or federal agencies, as well as industry regulators such as FINRA. They monitor and track findings through remediation and closure and serve as the primary liaison

Full-time

USD 82,000.00 - 117,000.00 per year

Financial Planning Consultant

San Diego, California

•

Today

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

Full-time

USD 113,000.00 - 148,000.00 per year

Senior Blueprint Technology Consultant

San Diego, California

•

Today

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

Full-time

USD 125,000.00 - 155,000.00 per year

Financial Planning Training & Enablement Specialist

San Diego, California

•

Today

Job Description The Associate Advisor Training Specialist within our Financial Planning team supports advisor success by providing guidance, training, and real-time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver and refine financial plans, troubleshoot challenges, and increase overall confidence in planning capabilities. It combines hands on support, training delivery, and development of scalable best pra

Full-time

USD 55,000.00 - 86,000.00 per year

Cetera Financial Group, Inc.

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

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.
4 years of related experience and/or training are required.
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and
Internet usage.
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.

Dice Id: RTX1a6d2c
Position Id: 6733
Posted 5 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.

Go to company profile

Fitment

Dice Job Match Score™

To see how well you match this job, please log in or create an account.

Once logged in, be sure to complete your profile to get the most accurate match score.

Create job alert

Never miss an opportunity! Create an alert based on the job you applied for.

Dallas, Texas

•

Today

Full-time

USD 82,000.00 - 117,000.00 per year

Financial Planning Consultant

San Diego, California

•

Today

Full-time

USD 113,000.00 - 148,000.00 per year

Senior Blueprint Technology Consultant

San Diego, California

•

Today

Full-time

USD 125,000.00 - 155,000.00 per year

Financial Planning Training & Enablement Specialist

San Diego, California

•

Today

Full-time

USD 55,000.00 - 86,000.00 per year

Wealth Planner

Skills

Summary

Dice Job Match Score™

Similar Jobs

Wealth Planner

Cetera Financial Group, Inc.

Job Details

Skills

Summary

Company Info

About Cetera Financial Group, Inc.

Dice Job Match Score™

Similar Jobs