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© All Rights Reserved. ApplyBlast.com
cetera
The Financial Planner serves a high-net-worth client base by reviewing their financial situations, identifying planning opportunities, and taking ownership of the planning process. The role involves coordinating with clients, financial planning consultants, and CPAs to develop comprehensive financial solutions and deliverables. This position requires strong analytical skills and a commitment to maintaining detailed knowledge of each client's financial landscape.
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
View leadership team, funding history,
and employee contacts for cetera.
3% above the average for this role