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Senior Wealth Advisor — Hybrid and Client Strategy

Job in Oakland, Alameda County, California, 94616, USA
Listing for: Cetera Financial Group Inc
Full Time position
Listed on 2026-10-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 275000 USD Yearly USD 275000.00 YEAR
Job Description & How to Apply Below
Position: Senior Wealth Advisor — Hybrid Growth and Client Strategy

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.

Step into the Senior Wealth Advisor — Hybrid Growth and Client Strategy role at Cetera Financial Group Inc in Oakland, CA, United States and grow with us.

We appreciate your interest in this position.

Join Cetera Financial Group Inc and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

Position Requirements
10+ Years work experience
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