Financial Support Associate II
Cetera Financial Group, Houston, TX, United States
Avantax Planning Partners, a community within Cetera Holdings, is seeking a Financial Support Associate II to provide advanced administrative and operational support to Financial Planning Consultants (FPCs) while serving as a resource to associates. This role handles a broader range of client service responsibilities, supports process improvement initiatives, and demonstrates strong independence. This will be a hybrid position located at one of our Cetera Hub locations in Kingwood, TX. This role will be working alongside and supporting the Financial Planning Consultant that covers the territory.
What You Will Do
Independently prepare and review new account paperwork.
Create and organize client review materials and correspondence.
Serve as a liaison with internal departments, custodians, CPAs, and clients.
Manage client communication regarding account activity and deadlines.
Process client requests including contributions, distributions, and transfers.
Maintain accurate information and documentation within the CRM.
Assist in training Level I associates.
Recommend workflow and process improvements.
Handle moderately complex client inquiries.
Perform other duties as assigned.
What You Will Need
High school diploma or equivalent required; associate or bachelor’s degree preferred.
2–5 years of financial services or administrative experience preferred.
Multi-tasking and organizational coordination are a must.
Salesforce experience strongly needed.
Strong communication, customer service with escalation understanding and problem-solving skills.
Proficiency with Salesforce, Adobe, Microsoft Word, Excel, and PowerPoint.
Familiar with opening or processing financial Brokerage accounts is preferred.
Certifications
FPQP designation is a plus
Life & Health Insurance is a plus
Compensation
The salary range for this role is $ $27.40/HR. - $34.60/HR plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
Benefits
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
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 plus 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.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, 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 by state and/or federal law.
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What You Will Do
Independently prepare and review new account paperwork.
Create and organize client review materials and correspondence.
Serve as a liaison with internal departments, custodians, CPAs, and clients.
Manage client communication regarding account activity and deadlines.
Process client requests including contributions, distributions, and transfers.
Maintain accurate information and documentation within the CRM.
Assist in training Level I associates.
Recommend workflow and process improvements.
Handle moderately complex client inquiries.
Perform other duties as assigned.
What You Will Need
High school diploma or equivalent required; associate or bachelor’s degree preferred.
2–5 years of financial services or administrative experience preferred.
Multi-tasking and organizational coordination are a must.
Salesforce experience strongly needed.
Strong communication, customer service with escalation understanding and problem-solving skills.
Proficiency with Salesforce, Adobe, Microsoft Word, Excel, and PowerPoint.
Familiar with opening or processing financial Brokerage accounts is preferred.
Certifications
FPQP designation is a plus
Life & Health Insurance is a plus
Compensation
The salary range for this role is $ $27.40/HR. - $34.60/HR plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations.
Benefits
Not many teams can say that they support people’s dreams coming to life… We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
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 plus 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.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, 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 by state and/or federal law.
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