Financial Planner (CFP required)

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. We will also consider all qualifying applicants in Des Moines, IA | St. Cloud, MN | St. Paul, MN | El Segundo, CA

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform the job successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

• 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.

Education & Experience

Certificates, Licenses, or Registrations :

Physical Demand & Work Effort

Compensation :

The base salary range for this role is $85,000.00 - $110,000.00.

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, certification and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.

#LI-Hybrid

About Us

What we give you in return :

Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including :

About Cetera Financial Group :

Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.

Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.

"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.

Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and / or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and / or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and / or federal law.

Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.

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