Planning Analyst Planning Analyst …

Cetera Financial Group
in El Segundo, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Cetera Financial Group
in El Segundo, CA, United States
Permanent, Full time
Be the first to apply
Competitive
Planning Analyst
Advanced Planning Analyst Position Title:  Senior Advanced Planning Analyst What we need:

Cetera Financial Group is currently seeking an Advanced Planning Analyst for our corporate headquarters in El Segundo, CA.  This position will provide important tax-based consultation, advice, and support to financial advisors to assist them in the planning they do for their high net-worth clients.

What you will do:
  • Provide oral and written consultation, advice, and support to the independent registered representatives of Cetera Financial Group and internal customers in the technical areas of wealth transfer planning, retirement planning, business planning, charitable planning, financial planning, and federal income taxation
  • Evaluate and analyze client information and make recommendations to assist in the financial planning process
  • Assist in the development of white papers, articles, marketing materials, and PowerPoint presentations concerning the afore-mentioned technical areas
  • Travel to conferences/meetings to deliver presentations to financial advisors, CPAs, attorneys, or clients, as assigned
  • Assist in the creation of planning proposals to illustrate wealth transfer, retirement, business planning, and charitable strategies
  • Complete ad-hoc projects, as assigned
What you need to have:  
  • Bachelors degree from an accredited four-year college or university
  • Either JD, CPA, CFP or significant progress toward certification
  • 5+ years in an advanced planning or technical role within financial services industry
  • Ability to travel up to 25%
Really catch our eye with:
  • FINRA Series 7 license
  • Proven knowledge of wealth transfer planning, retirement planning, business planning, charitable planning, financial planning, and federal income taxation
  Our top performers share the following traits:
  • Excellent verbal and written communication skills
  • Excellent interpersonal and presentational skills
  • Excellent problem solving and analytical skills with ability to research problems independently
  • Team player

About Cetera Financial Group:

Through its multiple distinctfirms, Cetera offers independent and institutions-based advisors the benefitsof a large, established broker-dealer and registered investment adviser, whileserving advisors and institutions in a way that is customized to their needsand aspirations. Advisor support resources offered through Cetera includeaward-winning wealth management and advisory platforms, comprehensivebroker-dealer and registered investment adviser services, practice management supportand innovative technology.

"Cetera Financial Group"refers to the network of retail independent broker-dealers encompassing, amongothers, Cetera Advisors, Cetera Advisor Networks, CeteraFinancial Institutions, Cetera Financial Specialists, First AlliedSecurities, and Summit Brokerage Services.

Cetera Financial Group iscommitted to providing an equal employment opportunity for all applicants andemployees. For us, this is the only acceptable way to do business. Accordingly,all employment decisions at the Cetera Financial Group, including thoserelating to hiring, promotion, transfers, benefits, compensation, andplacement, will be made without regard to race, color, ancestry, nationalorigin, 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 bystate and/or federal law.

Please Note: Cetera does not accept unsolicited Agencyresumes. Any unsolicited resumes received from Agencies will be consideredproperty of Cetera unless specifically requested by Human Resources.Unsolicited resumes will be ineligible for referral fees.  


Primary Location: US-CA-El Segundo
Work Locations:
Job: Investment Solutions
Organization: Cetera Financial Group
Schedule: Full-time
Job Posting: Oct 15, 2019, 9:52:17 PM

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