Associate Advisor Training Specialist

Senior Advisor Training Associate

The Senior Advisor Training Associate within our Financial Planning team supports advisor success by providing guidance, training, and real-time assistance across financial planning tools and workflows. This role partners closely with advisors to help them effectively build, deliver, and refine financial plans, troubleshoot challenges, and increase overall confidence in planning capabilities. It combines hands-on support, training delivery, and development of scalable best practices to improve advisor adoption and outcomes. This role is a HYBRID position, which will require being in the office location (Wed, Thurs and 2nd & 4th Friday of the month).

What you will do:

• 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
• Identify common challenges and incorporate them into training design and delivery
• Translate real-world advisor needs into practical, skill-building learning experiences
• Create and maintain training materials, job aids, and best practice guides
• Translate recurring advisor questions into scalable resources
• Ensure content reflects practical and effective use of financial planning tools
• Continuously refine content to align with evolving planning strategies and advisor needs
• Organize and curate content for knowledge base and AI-enabled search tools
• Identify trends in advisor inquiries to inform support strategies and content development
• Support the development of scalable, self-service resources for advisors
• Act as a subject matter expert across key planning tools (e.g., eMoney, MoneyGuide, AdviceWorks, Fee-for-Service & more), including new features and enhancements
• Play a key role in supporting software releases by testing, translating updates into advisor-facing guidance, training, and best practices

What you need to have:

• Strong understanding of financial planning workflows, including plan development and scenario modeling
• Hands-on experience with financial planning tools such as eMoney, MoneyGuide, or similar platforms
• Ability to operate effectively in a fast-paced, high-volume, advisor-facing support environment
• Strong problem-solving and troubleshooting skills across technical and planning-related issues
• Ability to communicate complex concepts clearly in a practical, easy-to-understand manner
• Experience delivering training, coaching, or group facilitation preferred
• Bachelor's degree in Finance, Financial Planning, Business, or a related field (or equivalent experience)
• Relevant financial services licenses required, Series 7 and 65/66
• CFP, CPWA, Paraplanner certification, or similar credential preferred
• Minimum 3 years of experience in financial planning, wealth management, or advisor-facing support role

Travel Requirements: 15%

Compensation Range:

The base annual salary range for this role is $55,000 - $86,000, plus a competitive incentive-based bonus. 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.

About Us

About Us

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 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.

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 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.

"Cetera Financial Group" 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. All firms are members FINRA/SIPC.

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 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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Job Info

• Job Identification 6427
• Job Category Growth & Sales
• Posting Date 06/22/2026, 08:59 PM
• Job Schedule Full time
• Locations San Diego - Hub Dallas - Hub El Segundo - Hub (Hybrid)
• Minimum Salary 55,000
• Maximum Salary 86,000