Associate Financial Planning Consultant

Cetera Financial Group•Baytown, TX

13h•Hybrid

About The Position

Cetera is seeking an Associate Financial Planning Consultant who will work directly with the Financial Planning Consultant to deliver successful onboarding and ongoing service of CPA planning relationships. The Associate Financial Planning consultant is an integral part of delivering an exceptional client experience. This will be a hybrid role for our primary office location in Baytown, TX. Candidates are required to come into office 2-3 days a week on the set office HUB schedule.

Requirements

Bachelor’s degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required.
Paraplanning, financial modeling, tax preparation and investment solutions experience preferred
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
Required: Series 7/66, or 63/65 combo.
Preferred: Life/health insurance license.

Responsibilities

Provide clients with excellent experience and facilitate client retention by building strong relationships.
Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up
Effectively communicate financial concepts to clients and make suitable recommendations.
Assist lead advisors in monitoring portfolio investments.
Assist or conduct client meetings with the lead FPC.
Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly.
Responsible for assigned household relationships and delivering client service expectations.
Updates CRM (Client Relationship Management) database with client meeting notes and activity.
Performs various research tasks pertaining to client or advisor requests.
Performs other duties as assigned by lead FPC.
Maintain knowledge of industry developments and changes.
Work toward continuous quality improvement.
Stay current with changing technology, including software programs.
Strongly protects and promotes the philosophy of the company.
Other job duties as defined.