Financial Support Associate II

Cetera • Houston, TX

6h • 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 Kingwood, TX. This role will be working alongside and supporting the Financial Planning Consultant that covers the territory.

Requirements

• High school diploma or equivalent required
• 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

Nice To Haves

• Associate or bachelor’s degree preferred.
• 2–5 years of financial services or administrative experience preferred.
• Familiar with opening or processing financial Brokerage accounts is preferred
• 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.

Benefits

• Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20 plus days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and foster.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 251-500 employees