Hybrid Associate Financial Planning Consultant presso Cetera Financial Group Inc
Cetera Financial Group Inc · Citrus Heights, Stati Uniti d'America · Hybrid
- Professional
- Ufficio in Citrus Heights
GLH&C Financial Services is a full-service, comprehensive wealth management firm in Citrus Heights, California. Our professional team has 100 plus years of combined industry experience and we offer a variety of services ranging from investment advisory to estate planning. We are committed to building long term relationships with our clients while helping them navigate and manage all the unexpected changed that life, and the economy, can throw at us. Our business continues to grow and we could not have accomplished so much without the help of our talent and professional people in our firm. We have a strong culture, competitive pay and benefits and a collaborative workplace that supports employee development and an investment in long-term success.
The Associate Financial Planning Consultant role is a critical position within a financial planning team, designed to provide technical and client support to senior advisors while developing the expertise and skills necessary for a future independent advisory role. This position involves assisting with financial plan preparation, client service, and operational tasks to create capacity for Lead Advisors or Managing Directors. The Associate Fin Financial Planning Consultant may also contribute to firm initiatives, internal projects, and strategic goals.
Candidates must be located near Citrus Heights, CA office.
Core 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 detailed 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 analyzing specific planning scenarios or purchase decisions.
Client Service
Respond to basic client inquiries regarding account access, statements, or general financial questions.
Facilitate fund transfers, update cost basis information, and complete account-related forms.
Maintain accurate records in CRM systems and generate performance reports using portfolio management tools
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 both client interactions and internal collaboration.
- Ability to manage multiple priorities efficiently in a fast-paced environment.
Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and portfolio management tools are preferred.
Minimum Required 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 and Life Insurance licensed.
Travel Requirements: Up to 5%
The position is generally office-based with occasional travel for client meetings or professional events. It requires a combination of independent work on technical tasks and collaborative efforts with the advisory team.
Compensation:
The base annual salary range for this role is $65,000 to $85,000 and a generous incentive compensation package. 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.
Company
What we give you in return:
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- 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+ 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.
About Cetera Financial Group:
Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.
"Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial Specialists.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
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