About this role
Associate Advisor Training Specialist at Cetera Financial Group Inc. Location: San Diego or Dallas or El Segundo. Role: providing support, answering questions, delivering training Requirements: 3+ years in financial planning or advisor-facing support; Series 7 and 65/66 required; CFP/CPWA/paraplanner preferred; bachelor’s in finance or related preferred; hands-on experience with eMoney or MoneyGuide; strong communication and troubleshooting skills. Category: Human Resources Seniority: Mid Level Tools: eMoney, MoneyGuide, AdvicePay, AdviceWorks Certifications: series 7, series 65, series 66, cfp, cpwa, paraplanner Commitment: Full Time Workplace: Hybrid Languages: English