Financial Planning Support Associate

2 days ago

Dallas, Texas, United States Cetera Financial Group Full time
About the Role

Cetera Financial Group is seeking a highly skilled and detail-oriented Financial Planning Support Associate to join our team. As a key member of our financial services team, you will play a critical role in supporting our financial planning consultants and clients.

Key Responsibilities
  • Prepare and review new account paperwork in a timely and accurate manner.
  • Organize and prepare client review materials, meeting agendas, and weekly meeting updates.
  • Serve as a liaison between internal departments to resolve outstanding issues for financial planning consultants, certified public accountants, and clients.
  • Responsible for completing service requests and verification on behalf of clients.
  • Assist financial planning consultants with ongoing client communication, including the status of new and existing accounts, birthday reminders, cards, and letters.
  • Update and maintain the client relationship management database, including data entry, service requests, and communication records.
  • Process client requests regarding new contributions and distribution of funds.
  • Communicate regularly with clients through phone and email to provide expedient and accurate information to financial planning consultants and certified public accountants.
Requirements
  • High school diploma or equivalent required.
  • Associate degree (A.A.), two-year technical, or bachelor's degree preferred.
  • A combination of experience and education will be considered in lieu of a degree.
  • Previous experience supporting financial professionals is preferred.
  • Previous experience in the financial services industry or administrative services is preferred.
  • Experience with CRM applications such as Salesforce is preferred.
  • Experience with Microsoft program suite, including Word, Excel, and PowerPoint.
  • Previous experience in a customer/client-facing role.
About Us

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 through trusted financial advisors and financial institutions.

We offer a competitive salary and a benefits package including inclusive health, dental, vision, and life insurance plans, easy access to mental health benefits, 20+ days of paid time off, paid holidays, 1 paid wellness day, and 1 day of paid volunteer time off.

We are committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business.

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