Cetera Planning Partners in Oakland, CA seeks a Senior Wealth Advisor with a track record in business development and comprehensive financial planning. You will lead client relationships with a team providing service, tax, legacy planning, and operational support.
Ideal candidates have 5+ years in financial services, CFP preferred, and strong MS Office/CRM skills. The role offers a hybrid work model with competitive compensation and benefits.
#J-18808-LjbffrSenior Wealth Advisor — Growth & Strategy (Hybrid Oakland) in oakland at Unknown Company
This position is listed as full time and hybrid.