Senior Advanced Planning Solutions Consultant
CeteraDallas, Texas, United States
Posted November 10, 2025
Full Time
About the Company
Cetera Financial Group 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.
Job Description
Cetera is seeking a highly skilled professional to join our Advanced Planning Team (APT) as a Senior Advanced Planning Consultant. The ideal candidate will bring a consultative mindset, strong interpersonal skills, and the ability to build trust with sophisticated clients and advisors. Deep technical expertise is valued along with credibility, and ability to communicate complex financial concepts clearly.
Requirements
- Advisor & Client Engagement
- Collaboration & Leadership
- Qualifications
Benefits
- 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
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
- 401(k) Savings plan with a generous company contribution (up to 5%)
- Paid parental leave
- Health Savings and Flexible Spending Account options
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more
