Wealth Planner
Cetera Financial Group, Inc. · Cary, NC
$119k/yr (est.)Posted 4d agoAccounting & Finance
Position summary
Job Description At Cetera, we are committed to helping clients turn financial goals into clear, actionable strategies. We are seeking a Wealth Planner to serve as the primary planner for assigned client relationships, develop comprehensive financial plans, and guide clients across retirement, investment, tax, and risk planning. This role is ideal for a CFP professional who combines technical depth with confident client communication and a strong commitment to fiduciary excellence. What you will…
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