Hiring: Associate Advisor Training Specialist Company: Cetera Financial Group Location: San Diego, CA Job Posted Time: 2026-09-10 13:20:19 Employment Type: Full-time Target Skills & Keywords : CFP, Financial Planning, Series 7, Wealth Management About the job Experience: •3 years of experience in financial planning, wealth management, or advisor-facing support role •Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role Required Skills: •Provide real time support to advisors through phone, email, and 1:1 consultation •Answer questions related to financial planning tools, scenario modeling, and plan development •Assist advisors in navigating platforms such as eMoney, MoneyGuide, AdvicePay, and similar tools •Troubleshoot issues and remove barriers to enable continued plan progress •Serve as a first line resource and escalate complex cases as needed •Reinforce best practices that improve plan quality, consistency, and client readiness •Deliver virtual and in person training sessions, including webinars, bootcamps, and group sessions •Build advisor proficiency and confidence in planning tools and workflows Compensation: •$55,000 - $86,000 / year •The base salary range for this role in Dallas, TX & San Diego, CA is $55,000 - $86,000, plus a competitive performance-based bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!