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