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Senior Investment Platform & Solutions Lead

Job in San Diego, San Diego County, California, 92189, USA
Listing for: Cetera Financial Group
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 89000 - 119000 USD Yearly USD 89000.00 119000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Investment Solutions Specialist in San Diego, CA. This role is crucial for the management of the advisory platform, requiring strong analytical and communication skills. The candidate should have over 8 years in financial services, preferably with securities licenses, and experience with platforms like Orion and Envestnet. The position offers a salary range between $89,000 and $119,000 along with competitive bonuses and benefits, including extensive PTO and a 401(k) plan.
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Position Requirements
10+ Years work experience
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