Senior Wealth Advisor - Hybrid

United StatesUnited States·OaklandHybridsenior
OtherWealth Advisor
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Quick Summary

Key Responsibilities

• Source and acquire new clients to build business • Use CPP generated leads, referral leads,

Technical Tools
OtherWealth Advisor

At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.

We are currently seeking to add a Senior Wealth Advisor position to our team located in Oakland, CA. A Senior Wealth Manager will have a minimum of 5 years’ industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.

Responsibilities

~1 min read

•    CFP designation is preferred

Compensation: Total annual target compensation of up to approximately $275,000 (includes base salary draw and variable target-based incentives if conditions are achieved, as determined under the Company's compensation plans).  Actual earnings may be more or less than target and depend on individual performance, business conditions and plan terms.


#LI-Hybrid

Location & Eligibility

Where is the job
Oakland, United States
On-site at the office
Who can apply
US

Listing Details

Posted
July 21, 2026
First seen
September 25, 2026
Last seen
September 26, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
27%
Scored at
September 26, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
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Cetera Financial Group IncSenior Wealth Advisor - Hybrid