Wealth Planner
Cetera Financial Group
Wealth Planner
Cetera Financial Group
Platform and services for independent advisors
At Cetera, we are committed to helping clients turn financial goals into clear, actionable strategies. We are seeking a Wealth Planner to serve as the primary planner for assigned client relationships, develop comprehensive financial plans, and guide clients across retirement, investment, tax, and risk planning. This role is ideal for a CFP® professional who combines technical depth with confident client communication and a strong commitment to fiduciary excellence.
What you will do
Develop and deliver moderately complex, comprehensive financial plans across retirement, investment, tax, and risk planning.
Serve as the primary planner for assigned households, managing ongoing planning relationships and service expectations.
Conduct client meetings independently and present recommendations clearly and confidently.
Customize planning scenarios and recommendations based on client objectives and evolving circumstances.
Partner with Associate Wealth Planners by reviewing work and providing day-to-day guidance.
Ensure accurate documentation and compliance within financial planning and CRM systems.
What you need to have
Bachelor’s degree.
4–6 years of financial planning or wealth management experience.
Current CFP® certification.
Strong technical proficiency across core financial planning disciplines, including retirement, investment, tax, and risk planning.
Excellent client-facing communication, relationship management, analytical judgment, and problem-solving skills.
Experience working with higher-net-worth households and demonstrated ability to coach or mentor junior planners is preferred.
Compensation
The base annual salary range for this role is $72,000 - $102,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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Platform and services for independent advisors
Cetera Financial Group runs a network of independent retail financial advisory firms and supports them with technology, marketing, compliance, and access to a wide range of investment products. Advisors use Cetera’s tools to manage client relationships, execute trades, and stay compliant, while Cetera earns fees and commissions from the products and services sold through the network. The platform differentiates itself by focusing on independent advisors and financial institutions, offering a broad, flexible set of resources and strategic partnerships that extend beyond captive channels. Its goal is to help independent advisors grow their practices and deliver strong outcomes for clients within a trusted partner network.
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