Senior Wealth Advisor - Hybrid

About the role

Cetera Planning Partners (CPP) is seeking a Senior Wealth Advisor to join our dynamic team in Oakland, CA. The ideal candidate will have at least 5 years of industry experience, with a proven track record of business development success.

Responsibilities

• Source and acquire new clients to build business
• Utilize 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 develop referral partnerships
• Work with prospective and existing clients to understand their goals, concerns, and current financial information
• Analyze information to create a long-range financial plan
• Maintain a base of clients who value your input and guidance
• Keep financial plans current and aligned with clients' goals
• Maximize relationships, create referrals, and keep Salesforce updated
• Research industry guidelines and 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

Qualifications

• CFP designation is preferred

Skills

• Proactive and adaptable to change
• Strong communication and interpersonal skills
• Ability to manage multiple tasks and prioritize effectively
• Knowledge of financial planning principles and practices
• Experience with CRM systems and financial software

Benefits

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.

About Us: At Cetera Planning Partners, we offer a competitive salary and benefits package including:

• Inclusive health, dental, vision, and life insurance plans
• Easy access to mental health benefits
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days
• 401(k) savings plan with a generous company contribution (up to 5%)
• Paid parental leave
• Health Savings and Flexible Spending Account options
• Employee Assistance Program (EAP), LifeLock, Pet Insurance, and more
• Paid caregiver leave
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits