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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.
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Worksite address
oakland, CA, 94616, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.