Senior Wealth Advisor — Growth & Strategy (Hybrid Oakland)

Cetera Financial Group; Oakland (CA); Hybrid; USD 247,500 - 302,500; Full time

Benefits offered by this job

Health, dental, vision, life insurance

Paid PTO 20+ days

401(k) with company matching (up to 5%

Paid parental leave

Health Savings and Flexible Spending

EAP and identity protection

Job summary

Cetera Planning Partners in Oakland, CA seeks a Senior Wealth Advisor with a track record in business development and comprehensive financial planning. You will lead client relationships with a team providing service, tax, legacy planning, and operational support.

Ideal candidates have 5+ years in financial services, CFP preferred, and strong MS Office/CRM skills. The role offers a hybrid work model with competitive compensation and benefits.

Qualifications

• At least 5 years of Financial Services industry experience.
• At least 3 years of experience as a planning-based Advisor.
• FINRA Series 65 License or 7 and 66 licenses.
• Proficient in MS Office Suite and CRMs.

Responsibilities

• Source and acquire new clients to build business.
• Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process.
• Follow up with prospective clients, maximize relationships, create referrals and referral partnerships.
• Work with prospective clients and current clients to understand goals and create a long-range financial plan.

Skills

Financial services experience

Planning-based advisor

MS Office & CRMs

Education

FINRA licenses (65 or 7/66)

Tools

CRM systems

Job description

Cetera Planning Partners in Oakland, CA seeks a Senior Wealth Advisor with a track record in business development and comprehensive financial planning. You will lead client relationships with a team providing service, tax, legacy planning, and operational support.

Ideal candidates have 5+ years in financial services, CFP preferred, and strong MS Office/CRM skills. The role offers a hybrid work model with competitive compensation and benefits.