Wealth Advisor - Growth & Planning Specialist
cetera financial groupSan Jose (CA)
Wealth Advisor - Growth & Planning Specialist
Posted 6 days ago
cetera financial groupSan Jose (CA)
SENIORITY
Senior
About the role
Meriwest Wealth Advisors in San Jose seeks a Financial Advisor to deepen client relationships within branch environments, promoting investment products and building tailored plans to reach goals. You will work with the branch team to identify client needs and translate them into asset allocations and investment strategies that meet targets.
The role requires state-registered licenses and a strong sales mindset, with collaboration across branches and with Cetera Investment Services.
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.