Senior Wealth Advisor

Cnect

Senior Wealth Advisor at Cetera Planning Partners managing client relationships and providing financial planning. Responsible for client acquisition, planning advice, and maintaining financial strategies.

Posted 7/22/2026full-timeOakland • California • 🇺🇸 United StatesSenior💰 $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

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 Industry ExperiencePlanning-Based Advisor ExperienceFINRA Series 65 LicenseCFP DesignationProficient in MS Office Suite

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial PlanningClient Relationship ManagementLead GenerationFinancial AnalysisSalesForce Proficiency

Soft Skills

CommunicationRelationship BuildingAnalytical Thinking

Tools & Technologies

SalesForceMS Office SuiteCRM Systems

Certifications & Qualifications

FINRA Series 65 LicenseCFP Designation

Industry Keywords

Wealth ManagementInvestment StrategiesTax ComplianceInsurance Industry GuidelinesMarket Trends

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

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
Paid parental leave to support all team members with birth, adoption, and fostering.
Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind