Financial Support Associate II

Cetera • Dallas, TX

5h • $25 - $38 • Hybrid

About The Position

Avantax Planning Partners, a community within Cetera Holdings, is seeking a
Financial Support Associate II to provide advanced administrative and
operational support to Financial Planning Consultants (FPCs) while serving as a
resource to associates. This role handles a broader range of client service
responsibilities, supports process improvement initiatives, and demonstrates
strong independence. This will be a hybrid position located at one of our Cetera
Hub locations in Dallas, TX. Required to come into office 2-3 days a week that
is pre-scheduled for the building. This role will be working alongside and
supporting the Financial Planning Consultant that covers the territory.

Requirements

• High school diploma or equivalent required; associate or bachelor’s degree preferred.
• 2–5 years of financial services or administrative experience preferred.
• Multi-tasking and organizational coordination are a must
• Salesforce experience strongly needed.
• Strong communication, customer service with escalation understanding and problem-solving skills.
• Proficiency with Salesforce, Adobe, Microsoft Word, Excel, and PowerPoint
• Familiar with opening or processing financial Brokerage accounts is preferred

Nice To Haves

• FPQP designation is a plus
• Life & Health Insurance is a plus

Responsibilities

• Independently prepare and review new account paperwork.
• Create and organize client review materials and correspondence.
• Serve as a liaison with internal departments, custodians, CPAs, and clients.
• Manage client communication regarding account activity and deadlines.
• Process client requests including contributions, distributions, and transfers.
• Maintain accurate information and documentation within the CRM.
• Assist in training Level I associates.
• Recommend workflow and process improvements.
• Handle moderately complex client inquiries.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED