Senior Wealth Advisor

CETERA

Senior Wealth Advisor at Cetera Planning Partners based in Oakland, CA. Focused on acquiring clients, understanding financial goals, and providing comprehensive planning advice.

Posted 7/31/2026full-timeOakland • California • 🇺🇸 United StatesSenior💰 $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and client relationship management, leveraging strong analytical skills to develop tailored financial strategies. Proficient in utilizing CRM systems and maintaining compliance with industry regulations.

Highest-signal resume keywords

Financial Services ExperiencePlanning-Based Advisory ExperienceFINRA Series 65 LicenseCFP DesignationClient Relationship Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningClient AnalysisWealth ManagementSalesForce ProficiencyReferral Generation

Soft Skills

Relationship BuildingCommunicationProblem Solving

Tools & Technologies

MS Office SuiteCRM Systems

Certifications & Qualifications

FINRA Series 65 LicenseCFP Designation

Industry Keywords

InvestmentTax ComplianceInsurance IndustryMarket TrendsFinancial Policies

Tech Stack

Tools & technologies

C++

About the role

Key responsibilities & impact

Source and acquire new clients to build business
Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
Follow up with prospective clients, maximize relationships, create referrals and referral partnership
Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals
Maximize relationships, create referrals and keep SalesForce updated
Research industry guidelines. Stay up to date with current events and market trends
Comply with current policies and procedures for financial, investment, tax and insurance industry

Requirements

What you’ll need

At least 5 years of Financial Services industry experience
At least 3 years of experience as a planning-based Advisor
FINRA Series 65 License or 7 and 66
Proficient in MS Office Suite and CRMs
CFP designation is preferred

Benefits

Comp & perks

🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account CETERA Website LinkedIn All Job Openings 2 - 10 employees Founded 2021 💸 Finance 🤝 B2B ☁️ SaaS Finance
B2B
SaaS CETERA is a wealth-management and financial services platform that provides broker-dealer, advisory, technology and practice-management solutions to independent financial advisors, registered investment advisers, tax and accounting professionals, and financial institutions. The company emphasizes B2B partnership models—white-glove onboarding, proprietary client-facing platforms, marketing and growth programs, and operational support—designed to help advisors transition assets, scale their businesses, and enhance client engagement. Cetera positions itself as a growth-focused partner and a technology-enabled “wealth hub” rather than a consumer-facing retail firm. Senior Wealth Advisor Job not on LinkedIn 🔥 21 minutes ago 🏢🏡 Oakland – Hybrid 💵 $110k / year ⏰ Full Time 🟠 Senior ✨ Advisor Apply Now Find Hiring Managers Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
Source and acquire new clients to build business
Use CPP generated leads, referral leads, and outbound calling leads to educate and convert into clients through the Wealth Accelerator Process
Follow up with prospective clients, maximize relationships, create referrals and referral partnership
Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
Develop and maintain a base of clients who value your input and guidance
Work with clients to keep their financial plans current and aligned with their goals
Maximize relationships, create referrals and keep SalesForce updated
Research industry guidelines. Stay up to date with current events and market trends
Comply with current policies and procedures for financial, investment, tax and insurance industry 🎯 Requirements
At least 5 years of Financial Services industry experience
At least 3 years of experience as a planning-based Advisor
FINRA Series 65 License or 7 and 66
Proficient in MS Office Suite and CRMs
CFP designation is preferred Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass AI Apply Copilot OpenClaw job finder Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs