Hybrid Senior Advanced Planning Solutions Consultant

at Cnect

• Job title: Senior Advanced Planning Solutions Consultant
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Dallas, United States

About the role

• Senior Advanced Planning Consultant in Cetera's Advanced Planning Team developing strategies for high-net-worth clients. Collaborating with advisors to deliver holistic financial solutions.

Responsibilities

• Build and maintain strong relationships with affiliated financial professionals (FPs).
• Guide FPs in leading with formal financial planning to better serve affluent investors.
• Conduct discovery meetings, facilitate data gathering, and provide strategic recommendations.
• Communicate complex financial concepts clearly and effectively to FPs and their clients.
• Respond promptly to advisor inquiries, assess urgency, and manage priorities accordingly.
• Proactively initiate outreach to support business development and asset growth.
• Partner with internal teams and product specialists (e.g., advisory, insurance, trust, alternatives) to deliver integrated planning solutions.
• Collaborate with Cetera Trust Company and other departments to support holistic financial planning.
• Document and share advisor interactions to ensure continuity and team alignment.
• Serve as a liaison to various internal departments and product specialists (e.g., advisory, annuity, insurance, and alternative-solutions) to help ensure concerted accomplishments.
• Honor promises to FPs, follow through on commitments to internal stakeholders, be receptive to constructive dialogue to drive positive change, and learn from others.
• Ensure all planning recommendations and implementations adhere to regulatory requirements, internal compliance standards, and suitability guidelines, particularly when working with complex HNW strategies and alternative investments. Act as a risk-aware partner to advisors, helping them navigate fiduciary responsibilities and mitigate potential compliance issues.

Requirements

• At least 10 years’ experience in a client- or advisor-facing HNW planning role
• FINRA Series 7 & 63 required.
• Life insurance license preferred.
• CFP® designation preferred or equivalent experience.
• BS/BA in business, finance, economics, accounting or related field.
• Strong understanding of trust, estate, and legacy planning.
• Familiarity with business planning, charitable giving, and risk management strategies.
• Experience with alternative investments (e.g., 1031 exchanges, QOZs, REITs, exchange funds, oil & gas programs).
• Proficient in Microsoft Office tools, especially PowerPoint and Excel, to create compelling presentations and support data-driven recommendations that influence advisor and client decision-making.
• Proficiency in using Salesforce or other CRMs and financial planning platforms (e.g., eMoney, MoneyGuidePro).

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 to meet our team members and their families where they are.
• 20+ 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.