Financial Planning Analyst

CETERA

. Develop, optimize, and update financial plans using firm-provided financial planning software.

Posted 11/3/2026full-timeUnited StatesMid-LevelSenior💰 $125,000 - $150,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, including the ability to develop and optimize financial plans using industry-standard software. Proficient in managing client relationships and collaborating with financial professionals to deliver tailored financial solutions.

Highest-signal resume keywords

CFP® CertificationFinancial Planning Software ExperienceFINRA Series 7 LicenseFINRA Series 65 Or Series 66 LicenseFinancial Planning Experience

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningCalculations And ProjectionsEstate PlanningTax PlanningInvestment PlanningRetirement PlanningProofreading And Quality CheckingCustomer Relationship ManagementPortfolio ManagementWorkflow Management

Soft Skills

Communication SkillsTime ManagementProblem SolvingTeam CollaborationCustomer Satisfaction

Tools & Technologies

SalesforceMoneyGuideEMoneyMicrosoft OutlookMicrosoft ExcelMicrosoft WordMicrosoft PowerPoint

Certifications & Qualifications

CFP® CertificationFINRA Series 7 LicenseFINRA Series 65 LicenseFINRA Series 66 License

Industry Keywords

Financial Planning ConceptsFinancial GoalsFinancial ProfessionalsOutsourced Financial PlanningMutual FundsStocksBondsInsurance ProductsAnnuities529 Plans

About the role

Key responsibilities & impact

Develop, optimize, and update financial plans using firm-provided financial planning software.
Independently develop financial planning recommendations aligned with end-client financial goals.
Build relationships with financial professionals and help them grow their practices through adoption and continued use of financial planning services.
Collaborate with financial professionals to finalize plans and support client delivery when needed.
Manage a large portfolio of outsourced financial planning engagements within established timelines.
Maintain current knowledge of firm-supported planning software and financial planning concepts.
Prepare calculations, projections, and side-by-side comparisons involving mortgages, 529 plans, and Social Security.
Communicate with advanced planning consultants and other allied professionals as needed.
Market and promote the services of the Financial Plan Design team.
Coach financial professionals to lead client relationships and coordinate with outside professionals such as attorneys and CPAs.
Document calls and client or advisor interactions using Salesforce and other approved technology tools.
Track customer needs and planning deliverables using organizational and workflow-management skills.
Participate in training sessions and staff meetings and share new knowledge with teammates.
Perform other duties as assigned.

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or a related field.
Active FINRA Series 7 license and Series 65 or Series 66 license.
CFP® certification required; additional relevant credentials are preferred.
Five to ten years of financial planning experience, including direct experience producing financial plans.
Experience creating plans with financial planning software; MoneyGuide and eMoney experience is strongly preferred.
Knowledge of common financial planning disciplines, including estate planning, tax planning, investment planning, and retirement planning.
Ability to tailor the planning experience to industry and client needs.
Ability to communicate complex issues clearly and understandably, verbally and in writing.
Working knowledge of mutual funds, stocks, bonds, insurance products, and annuities.
Ability to use financial planning tools, Salesforce or comparable CRM systems, and Microsoft Outlook, Excel, Word, and PowerPoint.
Ability to proofread and quality-check work in accordance with firm and regulatory standards.
Excellent time-management and prioritization skills, including the ability to meet deadlines while managing multiple engagements.
Ability to identify and resolve problems in a timely, efficient, and effective manner.
Team-oriented approach and ability to work effectively in a fast-paced environment.
Ability to manage multiple advisor relationships while maintaining high levels of customer satisfaction.

Benefits

Comp & perks

Competitive performance-based bonus