Hiring: Financial Planning Consultant Company: Cetera Financial Group Location: San Diego, CA Job Posted Time: 2026-09-12 13:20:19 Target Skills & Keywords : CFP, Financial Planning, Risk Management, Wealth Management About the job Experience: •8+ years of experience in financial planning, wealth management, or advisor-facing consulting roles. Required Skills: •As a Financial Planning Center Consultant, you will serve as a strategic thought partner and advisor-facing technical planning resource. You will help financial advisors understand, evaluate, and apply planning concepts across common and complex client scenarios, then translate those concepts into clear guidance and actionable business outcomes. •This is a high-impact role focused on consultation, education, and decision support. It does not primarily involve creating financial plans, performing operational execution, or serving as a software help desk. •Advanced Technical Planning Education, Consultation & Advisor Enablement •Serve as a firm-wide technical financial planning resource across retirement income, Social Security, IRAs and qualified plans, tax-aware planning, estate and wealth transfer planning, charitable strategies, business-owner planning, risk management, insurance, annuities, and other complex planning disciplines. •Research, interpret, and communicate complex planning concepts, regulatory developments, tax law changes, and industry trends in clear, practical, advisor-ready language. •Help advisors evaluate alternatives, understand tradeoffs, identify planning opportunities, and strengthen client relationships through more confident planning conversations. •Create educational content, technical guidance, and advisor resources that can be applied in client conversations and planning engagements. •Practice Growth, Planning Adoption & Business Outcomes Qualifications: •ChFC®, CLU®, RICP®, CPA/PFS, JD, LL.M., CEPA, or a similar advanced planning-related credential. •Comfort with planning research tools, financial planning software concepts, tax-planning tools, estate-planning platforms, and knowledge-management systems. Compensation: •$113,000 - $150,000 / year •The base annual salary range for this role is $113,000-150,000, 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!