Senior Wealth Advisor — Hybrid Growth and Client Strategy

Cetera Financial Group Inc; Oakland (CA); Hybrid; USD 248,000 - 303,000; Full time

Job summary

Cetera Planning Partners is seeking a Senior Wealth Advisor to join our Oakland, CA team. You will lead client relationships, develop comprehensive financial plans, and manage a support team including tax, legacy strategies, and operations.

The role requires at least 5 years in financial services, 3 years as a planning-based advisor, and FINRA licenses (65 or 7/66). Compensation targets total up to $275,000 with base and incentives; hybrid work model offered.

Qualifications

• Minimum 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.
• 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 partnership
• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
• Develop and maintain a base of clients who value your input and guidance
• Work with clients to keep their financial plans current and aligned with their goals
• Maximize relationships, create referrals and keep SalesForce updated
• Research industry guidelines. Stay up to date with current events and market trends
• Comply with current policies and procedures for financial, investment, tax and insurance industry

Skills

Financial Services experience

Planning-based Advisor

MS Office Suite

CRMs

Tools

FINRA Series 65/7/66

Job description

Cetera Planning Partners is seeking a Senior Wealth Advisor to join our Oakland, CA team. You will lead client relationships, develop comprehensive financial plans, and manage a support team including tax, legacy strategies, and operations.

The role requires at least 5 years in financial services, 3 years as a planning-based advisor, and FINRA licenses (65 or 7/66). Compensation targets total up to $275,000 with base and incentives; hybrid work model offered.