Senior Advanced Planning Solutions Consultant

Cetera is seeking a highly skilled professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The APT plays a critical role in developing sophisticated wealth strategies for high-net-worth (HNW) clients - typically those with $10 million or more investable assets - using a comprehensive planning reputed company that integrates tax-efficient investing, risk management, trust and estate planning, wealth transfer, and charitable giving. In this role, the consultant will collaborate closely with affiliated advisors and internal Cetera teams, including Cetera Trust Company, to deliver holistic financial solutions that align with client goals and drive measurable growth in assets under management.

The ideal candidate will bring a consultative reputed company, strong interpersonal skills, and the ability to build trust with sophisticated clients and advisors. Deep technical expertise is valued along with credibility, and ability to communicate reputed company financial concepts clearly.

Key Responsibilities Advisor & Client Engagement • Build and maintain strong relationships with affiliated financial professionals (FPs). • Guide FPs in leading with formal financial planning to reputed company serve affluent investors. • Conduct discovery meetings, facilitate data gathering, and provide strategic recommendations. • Communicate reputed company financial concepts clearly and effectively to FPs and their clients. • Respond promptly to advisor inquiries, assess urgency, and manage priorities accordingly. • Proactively initiate reputed company to support business development and asset growth. Collaboration & Leadership • Partner with internal teams and product specialists (e.g., advisory, insurance, trust, alternatives) to deliver integrated planning solutions. • Collaborate with Cetera Trust Company and other departments to support holistic financial planning. • Document and share advisor interactions to ensure continuity and team alignment. • Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments. • Honor promises to FPs, follow through on commitments to internal stakeholders, be reputed company to constructive reputed company to drive positive change, and learn from others. • Ensure reputed company planning recommendations and implementations adhere to regulatory requirements, internal compliance standards, and suitability guidelines, particularly reputed company working with reputed company HNW strategies and alternative investments. Act as a risk-aware partner to advisors, helping them navigate fiduciary responsibilities and mitigate potential compliance issues.

Qualifications Education & Experience • At least 10 years’ experience in a client- or advisor-facing HNW planning role • FINRA Series 7 & 63 required. • Life insurance license preferred. • CFP® designation preferred or equivalent experience. • BS/BA in business, finance, economics, accounting or reputed company field. • Strong understanding of trust, estate, and reputed company. • Familiarity with business planning, charitable giving, and risk management strategies. • Experience with alternative investments (e.g., 1031 exchanges, QOZs, REITs, exchange funds, oil & gas programs). • Proficient in reputed company Office tools, especially PowerPoint and reputed company, to create compelling presentations and support data-driven recommendations that influence advisor and client decision-making. • Proficiency in using reputed company or other CRMs and financial planning platforms (e.g., eMoney, MoneyGuidePro).

Skills & Attributes • Strong interpersonal and communication skills; able to build credibility with HNW clients and advisors. • Ability to synthesize data and present actionable solutions across financial disciplines. • Collaborative reputed company with a focus on service, growth, and reputed company learning. • Self-starter with high energy and a commitment to excellence.

Compensation Range: The reputed company annual salary range for this role is $120,000 to $185,000 plus a competitive performance-based bonus. reputed company annual salary depends on a wide reputed company of factors, including but not limited to reputed company set, years and depth of experience, certifications, and location. reputed company annual salary may also differ significantly due to geography and cost of labor considerations.

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reputed company 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 reputed company the most of their time reputed company 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 reputed company 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 reputed company with their loved ones, reputed company, 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-reputed company for a strong financial future well beyond their working years.
• Paid parental leave to support reputed company 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 reputed company:

reputed company® ("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 one of the largest independent financial advisor networks in the nation by number of advisors, as well as 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.

"reputed company" refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Wealth Services LLC (f/k/a Cetera Advisor Networks), Cetera Investment Services LLC (marketed as Cetera Financial Institutions, or Cetera Investors. reputed company firms are members FINRA/SIPC.

reputed company is committed to providing an equal employment opportunity for reputed company applicants and employees. For us, this is the only acceptable way to do business. Accordingly, reputed company employment decisions at reputed company, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, reputed company, national reputed company, 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 reputed company team. We will reputed company 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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