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Associate Financial Planning Consultant
Associate Financial Planning ConsultantCetera Financial Group • Sacramento, CA, US
Associate Financial Planning Consultant

Associate Financial Planning Consultant

Cetera Financial Group • Sacramento, CA, US
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Overview

Cetera Financial Group is seeking an Associate Financial Planning Consultant to support senior advisors with financial planning preparation, client service, and operational tasks. This role helps build capacity for Lead Advisors or Managing Directors and contributes to firm initiatives and strategic goals. Compensation includes a base salary range of $65,000 to $85,000 per year, with a generous incentive compensation package.

GLH&C Financial Services is a full-service wealth management firm in Citrus Heights, California, with a team experience over 100 years. The firm offers services from investment advisory to estate planning and emphasizes a collaborative culture, competitive pay, benefits, and employee development.

Responsibilities

  • General Support : Assist Partner Advisors with analysis, client service, and technical tasks; develop and refine technical skills; collaborate with team members to ensure seamless client service delivery.
  • Analytical Support : Prepare financial plans by gathering and analyzing client data using financial planning software; attend client meetings to take notes and provide follow-up support; conduct portfolio reviews, asset allocation analysis, and generate rebalancing trades; research financial products, investment managers, and services to support client recommendations; create custom spreadsheets or tools for planning scenarios.
  • Client Service : Respond to basic client inquiries regarding account access or statements; facilitate fund transfers, update cost-based information, and complete account-related forms; maintain accurate records in CRM systems and generate performance reports; provide product education or options to clients as needed.

Desired Knowledge, Skills, and Abilities

  • Strong analytical skills with attention to detail.
  • Excellent communication skills for client interactions and internal collaboration.
  • Ability to manage multiple priorities in a fast-paced environment.
  • Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and portfolio management tools is preferred.

    • Minimum Education & Experience

  • Bachelor's degree in finance, business, or a related field.
  • 2–5 years of experience in financial planning, investments, or related areas preferred.
  • Series 7, 63, 65, as well as a Life Insurance license, are required.

    • Travel

    Up to 5% travel.

    Compensation

    The base annual salary range for this role is $65,000 to $85,000 with a generous incentive compensation package. Base salary depends on factors such as skill set, experience, certifications, and location. Salary may differ due to geography and cost of labor considerations. A comprehensive benefits package is included.

    About Us

    Cetera Financial Group is a leading network of independent retail broker-dealers empowering objective financial advice nationwide through trusted financial advisors and institutions. Cetera offers independent and institutions-based advisory services, platforms, practice management support, and technology.

    What we offer : inclusive health, dental, vision, and life insurance; mental health benefits; 20+ days of PTO, holidays, and wellness days; 401(k) with company contribution (up to 5%); paid parental leave; Health Savings and Flexible Spending options; Employee Assistance Program and more.

    Cetera Financial Group is an equal employment opportunity employer. Employment decisions are made without regard to race, color, ancestry, national origin, citizenship, age, disability, medical condition, pregnancy, genetic characteristics, religion, gender, gender identity, sexual orientation, marital status, military status, political affiliation, or any other protected status. Agencies please note : this recruitment is managed by Cetera's Talent Acquisition team; preferred agency partners will be contacted if additional options are required. Review our Workforce Privacy Policy for details on data collection.

    Seniorities & Employment

  • Seniority level : Associate
  • Employment type : Full-time
  • Job function : Finance

    • Location : Citrus Heights, CA; California; United States. 4 days ago posted; $65,000.00-$85,000.00 / year.

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