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cetera
The Estate Planning Advisor serves as a client-facing resource who educates clients on estate planning concepts, identifies planning objectives, and facilitates the preparation and implementation of estate planning documents through the firm’s approved third-party platform. This role partners closely with Wealth Advisors, Financial Planners, clients, and outside legal professionals to help align estate planning strategies with clients’ broader financial goals. The position does not provide legal advice but acts as an educator, coordinator, and facilitator to help clients understand available options and navigate the process effectively.
Headquarters
San Diego, California, United States
Company Size
1001-5000 employees
Founded
1981
Cetera Financial Group is a U.S.-based financial services firm that supports independent financial advisors through a network of broker-dealers and registered investment advisors. It provides custody and brokerage platforms, advisory and wealth-management solutions, technology, compliance, and practice‑management support to help advisors grow their businesses and serve clients. Cetera emphasizes advisor autonomy, operational scale, and integrated tools and product access to enable client success and business growth.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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