Associate Financial Planner, Tax Channel

Associate Financial Planner

The Associate Financial Planner works directly with the Financial Planning Team and Financial Planning Consultants to deliver successful onboarding and ongoing service of CPA planning client relationships. The goal is to procure business by identifying prospects and partnering with our Planning Team to deliver a clear pathway for clients to achieve financial independence. Our primary location we are targeting is Dallas, TX.

The Associate Financial Planner has a wide array of solutions to offer clients, a few would include:

• Various Tax-Smart Strategies
• Financial Planning
• Retirement Planning
• Insurance Options

What you will do:

• Build and maintain deep relationships and rapport with affiliate CPA firms.
• Partner and influence affiliate CPAs to provide client leads for Investment Management, Life Insurance, Long-term Care Insurance, and other insurance as needed, and in Broker/Dealer business, including Retirement Plans, Annuities, etc.
• Partner with Client Development Specialists who create plans for the CPAs to identify leads, and opportunities for existing clients and prospective clients.
• Develop Investment Policy Statements with CPAs and clients, and determine client needs and appropriate solutions.
• Coordinate paperwork with the support of the Financial Service Assistant to open new accounts.
• Meet with clients and CPAs as needed to present proposed solutions, complete paperwork, and follow through on processes.
• Provide reports to clients, CPAs, and CFG in a timely and accurate manner.
• Develop profitable new business relationships through client reviews, with a focus on gathering assets under management and selling appropriate insurance products.
• Initiate proactive calls daily, to prospects, and existing clients to initiate new business development and grow assets under management.
• Provide analysis to company CPAs on investment, insurance, and annuity products as needed.
• Provide effective communication of financial concepts to clients and make recommendations.
• Maintain knowledge of industry developments and changes.
• Conduct workshops for clients as prospecting and servicing tools.
• Work toward continuous quality improvement.
• Stay current with changing technology, including software and financial programs.
• Uphold, support, and promote all company policies and procedures.

What you need to have:

To perform this job successfully, the Associate Financial Planner must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the minimum knowledge, skills, and ability required.

• Bachelor's degree (B.A.) from a four-year college or university.
• Minimum of two years of related experience and/or training.
• Experience with MS Excel and Word, and the internet, required.
• Experience with a financial planning software program(s) preferred.

Certifications, Licenses, Registrations:

• Preferred: CFP certification.
• Preferred: Some knowledge or understanding of Accounting/ CPA Firm operations, Insurance licenses, including Life, Health, and Long-term Care in some states.
• Completion of ongoing Continuing Education credits
• A valid Driver's License is required.

Compensation:

The salary range for this role is $80,000-$90,000, plus a competitive incentive-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to 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.

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.

Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Job Info

• Job Identification 6361
• Job Category Growth & Sales
• Posting Date 05/21/2026, 06:44 PM
• Job Schedule Full time
• Locations Dallas (Hybrid)
• Minimum Salary 80,000
• Finra Registration Yes