Associate Financial Planning Consultant

Cnect

Associate Financial Planning Consultant providing onboarding and ongoing service for CPA planning relationships at Cetera. Delivering client experiences and maintaining strong relationships in a hybrid role.

Posted 6/17/2026full-timeBaytown • Texas • 🇺🇸 United StatesJuniorMid-Level💰 $65,000 - $90,000 per yearWebsite

About the role

Key responsibilities & impact

Provide clients with excellent experience and facilitate client retention by building strong relationships.
Meet with clients and CPAs as needed to present proposed solutions, gather information, complete paperwork, and provide timely and accurate follow-up.
Effectively communicate financial concepts to clients and make suitable recommendations.
Assist lead advisors in monitoring portfolio investments.
Assist or conduct client meetings with the lead FPC.
Internal management of accounts to include the maintenance of investment policy statements and ensuring accounts are invested properly.
Responsible for assigned household relationships and delivering client service expectations.
Updates CRM (Client Relationship Management) database with client meeting notes and activity.
Performs various research tasks pertaining to client or advisor requests.
Performs other duties as assigned by lead FPC.
Maintain knowledge of industry developments and changes.
Work toward continuous quality improvement.
Stay current with changing technology, including software programs.
Strongly protects and promotes the philosophy of the company.
Other job duties as defined.

Requirements

What you’ll need

Bachelor’s degree (B.A.) or equivalent from a four-year college or university, or at least three years related wealth management experience and/or training required.
Paraplanning, financial modeling, tax preparation and investment solutions experience preferred.
Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
Required: Series 7/66, or 63/65 combo.
Preferred: Life/health insurance license.

Benefits

Comp & perks

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 plus 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.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

paraplanningfinancial modelingtax preparationinvestment solutions

Soft Skills

client relationship managementcommunicationclient servicequality improvement

Certifications

Series 7Series 66Series 63Series 65life insurance licensehealth insurance license