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Associate Advisor Training Specialist

Cetera Financial Group, Inc.

San Diego, California • Today

Full-time

USD 55,000.00 - 86,000.00 per year

Security Specialist I

Na Oiwi Kane

San Diego, California • Today

Full-time

USD 73,840.00 - 78,800.00 per year

Technical Support Specialist I

San Diego County Credit Union

San Diego, California • Today

Full-time

Training Specialist - Disaster Recovery, Housing and Community Development (REMOTE ROLE)

ICF International, Inc.

Remote or Reston, Virginia • 15d ago

Full-time

USD 74,090.00 - 125,954.00 per year

IT Training Specialist

Indiana University

Remote or Indianapolis, Indiana • Today

Full-time

STEM Technology Specialist, College of Science, Technology, Engineering and Mathematics

California State University

San Marcos, California • Today

Full-time

USD 5,787.00 - 6,141.00 per month

Senior Instructional Designer & Training Specialist

Datamatics Global Services, Inc.

Remote • 2d ago

Easy Apply

Full-time

Depends on Experience

Associate Data Scientist

Amplify

Remote • Today

Full-time

USD 95,000.00 - 110,000.00 per year

Healthcare Data Entry Specialist - Remote US

Gainwell Technologies LLC

Remote or Billings, Montana • Today

Full-time

USD 35,000.00 - 50,000.00 per year

IT Support Specialist Tier I - Hybrid

Praxis Precision Medicines

Remote • Today

Full-time

USD 56,000.00 - 76,000.00 per year

Associate Director - Health Technology Consulting - Revenue Cycle Technology (Epic)

Navigant Consulting

Remote • Today

Full-time

USD 135,000.00 - 225,000.00 per year

Clinical Trial Planning Associate - Planisware

Cube Hub, Inc.

Remote or Foster City, California • Today

Easy Apply

Contract

$DOE

Desktop Support Technician I

NCI Information Systems, Inc.

Remote • 2d ago

Full-time

Associate Java Developer

Alpha Silicon

Remote • Today

Easy Apply

Full-time

Strategic Planning Specialist

System One

Remote • 8d ago

Easy Apply

Contract

Depends on Experience

Commercial Card Onboarding Specialist

Randstad Digital

Remote or San Mateo, California • Today

Contract

USD40 - USD45

Commercial Card Onboarding Specialist

Randstad Digital

Remote or San Mateo, California • Today

Contract

USD40 - USD45

Associate Data Architect - VH IT Business Intelligence & Population Health - (REMOTE)

CAMC Health System

Remote or Charleston, West Virginia • Today

Full-time

Engineering Geologist (TE4) | In-Training

Washington State Department of Transportation

Remote or Tumwater, Washington • Today

Full-time

USD 72,900.00 - 119,460.00 per year

L&I IT Application Development - Senior/Specialist

Washington State Department of Transportation

Remote or Tumwater, Washington • Today

Full-time

USD 99,300.00 - 133,608.00 per year

Field Representative II, MS Onsite Technical Support

IKON Office Solutions

San Diego, California • Today

Full-time

USD 22.00 - 24.00 per hour

IT Support Specialist

Robert Half

Imperial Beach, California • Today

Easy Apply

Contract

USD 23.75 - 27.50 per hour

Talent Acquisition Specialist

Scalian SAS

San Diego, California • 13d ago

Full-time

AI/ML Integration Specialist

The Marlin Alliance

Remote or San Diego, California • Today

Full-time

USD 140,000.00 - 180,000.00 per year

IT Support Specialist II - 073QE

Quartus Engineering Inc

Remote or San Diego, California • Today

Full-time

USD 29.00 - 49.00 per hour

Senior Data and Quality Assurance Specialist

International Rescue Committee

San Diego, California • Today

Full-time

USD 27.08 - 30.56 per hour

IT Service Management (ITSM) and ServiceNow Delivery Specialist

ICW Group (Insurance Company of the West)

San Diego, California • Today

Full-time

USD 105,780.03 - 189,347.93 per year

Technology Support Specialist, Instructional and Information Technology Services

California State University

San Marcos, California • Today

Full-time

USD 5,787.00 per month

Navy Field Engineer/Technical Support Specialist

Bart & Associates, LLC

San Diego, California • Today

Full-time

Document Processing / Syntex Engineer

MailMigrationSupport LLC

Remote • 3d ago

Easy Apply

Contract

100

Cetera Financial Group, Inc.

Job Details

Skills

Training Delivery
Real-time
Knowledge Base
Artificial Intelligence
Content Development
Testing
Workflow
Modeling
Conflict Resolution
Problem Solving
Training
Coaching
Facilitation
Finance
Financial Services
Financial Planning
Wealth Management

Summary

Job Description

The Senior Advisor Training Associate 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 practices to improve advisor adoption and outcomes. This role is a HYBRID position, which will required to be in the office location (Wed, Thurs and 2nd & 4th Friday of the month).

What you will do:

Provide real time support to advisors through phone, email, and 1:1 consultation
Answer questions related to financial planning tools, scenario modeling, and plan development
Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools
Troubleshoot issues and remove barriers to enable continued plan progress
Serve as a first line resource and escalate complex cases as needed
Reinforce best practices that improve plan quality, consistency, and client readiness
Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions
Build advisor proficiency and confidence in planning tools and workflows
Identify common challenges and incorporate them into training design and delivery
Translate real-world advisor needs into practical, skill-building learning experiences
Create and maintain training materials, job aids, and best practice guides
Translate recurring advisor questions into scalable resources
Ensure content reflects practical and effective use of financial planning tools
Continuously refine content to align with evolving planning strategies and advisor needs
Organize and curate content for knowledge base and AI enabled search tools
Identify trends in advisor inquiries to inform support strategies and content development
Support the development of scalable, self-service resources for advisors
Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements
Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices

What you need to have:

Strong understanding of financial planning workflows, including plan development and scenario modeling
Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms
Ability to operate effectively in a fast paced, high volume, advisor facing support environment
Strong problem solving and troubleshooting skills across technical and planning-related issues
Ability to communicate complex concepts clearly in a practical, easy to understand manner
Experience delivering training, coaching, or group facilitation preferred
Bachelor's degree in Finance, Financial Planning, Business, or a related field (or equivalent experience)
Relevant financial services licenses required, Series 7 and 65/66
CFP , CPWA , Paraplanner certification, or similar credential preferred
Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role

Travel Requirements: 15%

Compensation Range:

The base annual salary range for this role is $55,000 - $86,000 , plus a competitive incentive-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.

#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: 6427
Posted 30+ days 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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Fitment

Dice Job Match Score™

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Dallas, Texas

•

Today

Job Description Cetera is currently seeking a Senior Specialty Operations Professional for our Fee for Service Operations team located in Des Moines, IA or St. Cloud, MN. This is a unique opportunity to join our team in providing operational support and world-class customer service to our clients and financial advisors across our Individual Consulting Programs, including Financial Planning and Participant Advice. There is potential for this to be a hybrid based on a successful training period.

Full-time

Associate Platform Services Specialist (Envestnet)

Dallas, Texas

•

Today

Job Description A Platform Consultant serves as a subject matter expert and independent contributor, responsible for delivering consulting engagements, developing educational content, and driving platform adoption across advisors and internal teams. This role operates with a high degree of autonomy and plays a key role in translating platform capabilities into practical, advisor-facing solutions. The Platform Consultant contributes in the following ways: Develop intermediate to advanced platfor

Full-time

USD 70,000.00 - 95,000.00 per year

Supervisor, Data Experience

Dallas, Texas

•

Today

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

Full-time

Senior Cash Management Product Manager

Dallas, Texas

•

Today

Job Description The Senior Product Manager - Cash Management partners with the Head of Banking Solutions Product Area (who owns cash management strategy) to execute the cash management roadmap and deliver a competitive, compliant, and advisor-friendly suite across debit cards, payments, check writing, and bill pay. This role drives product development from concept through launch and ongoing lifecycle management, balancing client/advisor needs, operational readiness, risk/compliance requirements,

Full-time

USD 140,000.00 - 180,000.00 per year

Cetera Financial Group, Inc.

Job Details

Skills

Training Delivery
Real-time
Knowledge Base
Artificial Intelligence
Content Development
Testing
Workflow
Modeling
Conflict Resolution
Problem Solving
Training
Coaching
Facilitation
Finance
Financial Services
Financial Planning
Wealth Management

Summary

Provide real time support to advisors through phone, email, and 1:1 consultation
Answer questions related to financial planning tools, scenario modeling, and plan development
Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools
Troubleshoot issues and remove barriers to enable continued plan progress
Serve as a first line resource and escalate complex cases as needed
Reinforce best practices that improve plan quality, consistency, and client readiness
Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions
Build advisor proficiency and confidence in planning tools and workflows
Identify common challenges and incorporate them into training design and delivery
Translate real-world advisor needs into practical, skill-building learning experiences
Create and maintain training materials, job aids, and best practice guides
Translate recurring advisor questions into scalable resources
Ensure content reflects practical and effective use of financial planning tools
Continuously refine content to align with evolving planning strategies and advisor needs
Organize and curate content for knowledge base and AI enabled search tools
Identify trends in advisor inquiries to inform support strategies and content development
Support the development of scalable, self-service resources for advisors
Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements
Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices

What you need to have:

Strong understanding of financial planning workflows, including plan development and scenario modeling
Hands on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms
Ability to operate effectively in a fast paced, high volume, advisor facing support environment
Strong problem solving and troubleshooting skills across technical and planning-related issues
Ability to communicate complex concepts clearly in a practical, easy to understand manner
Experience delivering training, coaching, or group facilitation preferred
Bachelor's degree in Finance, Financial Planning, Business, or a related field (or equivalent experience)
Relevant financial services licenses required, Series 7 and 65/66
CFP , CPWA , Paraplanner certification, or similar credential preferred
Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role

Dice Id: RTX1a6d2c
Position Id: 6427
Posted 30+ days 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™

👾 Reticulating splines...

Create job alert

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

Dallas, Texas

•

Today

Full-time

Associate Platform Services Specialist (Envestnet)

Dallas, Texas

•

Today

Full-time

USD 70,000.00 - 95,000.00 per year

Supervisor, Data Experience

Dallas, Texas

•

Today

Full-time

Senior Cash Management Product Manager

Dallas, Texas

•

Today

Full-time

USD 140,000.00 - 180,000.00 per year

Associate Advisor Training Specialist

Skills

Summary

Dice Job Match Score™

Similar Jobs

Associate Advisor Training Specialist

Cetera Financial Group, Inc.

Job Details

Skills

Summary

Company Info

About Cetera Financial Group, Inc.

Dice Job Match Score™

Similar Jobs