Oakland, California, United States · Hybrid
At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and e…
Skills: Business Development, Financial Planning, Client Acquisition, Relationship Management, Financial Analysis
Oakland, California, United States · Hybrid
Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work he…
Skills: ArcGIS, Adobe Photoshop, Adobe Illustrator, Adobe InDesign, Microsoft Word
Oakland, California, United States · On-site
Job Summary: In addition to the responsibilities listed below, this senior technical functional leader is also responsible for managing strategic, enterprise-wide, cross-regional, and/or multi-disciplinary programs to dr…
Skills: Program Management, Strategic Planning, Change Management, Stakeholder Management, Risk Mitigation
Oakland, California, United States · Hybrid
$123k–$208k/yr
Your Role The Risk Adjustment Compliance Coding Specialist (Consultant) helps to ensure organizational compliance with laws related to Risk Adjustment across our Marketplace (ACA), Medi-Cal (Medicaid), and Medicare Advan…
Skills: Risk Adjustment Coding, Compliance Auditing, ICD-10-CM, Clinical Documentation Review, CMS-HCC
Oakland, California, United States · Remote OK
This is a remote role open to the following KP locations: CA, OR, WA, CO, IL, GA, MD, VA, and DC Technical Summary: The Area Vice President for the National Accounts - Professional Employer Organizations (PEO) is account…
Skills: Strategic Planning, Account Management, Sales Leadership, PEO Market Expertise, Retention Strategy
Oakland, California, United States · Hybrid
$149k–$252k/yr
Your Role The IT Applications Services team is seeking to hire a Technology Business Management Specialist, Principal. This is a vital role in developing strategies and strategic planning to support and implement the goa…
Skills: Strategic Planning, Program Management, Executive Communication, Stakeholder Management, Financial Acumen
Oakland, California, United States · Remote OK
The role of Process Improvement Consultant V collaborates closely with the Supply Chain Services-Vendor Risk and Data Office leadership and other business leaders across all the Kaiser markets and with IT to develop, man…
Skills: Process Improvement, DMAIC, Six Sigma, Value Stream Mapping, Change Management
Oakland, California, United States · On-site
Overview: The Data Reporting and Analytics Consultant V is a senior individual contributor responsible for designing, developing, and delivering Medicaid regulatory reporting solutions. This role partners closely with bu…
Skills: SQL, Power BI, Python, Databricks, ETL Processes
Oakland, California, United States · Hybrid
$104k–$140k/yr
What We Do At Leading Educators (LE), we know that excellent teaching is the most important driver of student success. The moment a student steps foot in the classroom, their opportunity to learn depends on how prepared …
Skills: Instructional Leadership, K-8 Mathematics Instruction, Professional Learning Design, Instructional Coaching, Curriculum Implementation
Oakland, California, United States · Hybrid
$104k–$140k/yr
What We Do At Leading Educators (LE), we know that excellent teaching is the most important driver of student success. The moment a student steps foot in the classroom, their opportunity to learn depends on how prepared …
Skills: Instructional Coaching, Professional Learning Design, K-8 Literacy Instruction, Science of Reading, Project Management
Oakland, California, United States · On-site
$108k–$135k/yr
About Exponent Exponent is the only premium engineering and scientific consulting firm with the depth and breadth of expertise to solve our clients’ most profoundly unique, unprecedented, and urgent challenges. We are co…
Skills: Construction Project Management, Project Controls, Primavera P6, Power BI, Budget Management
Oakland, California, United States · On-site
$108k–$135k/yr
About Exponent Exponent is the only premium engineering and scientific consulting firm with the depth and breadth of expertise to solve our clients’ most profoundly unique, unprecedented, and urgent challenges. We are co…
Skills: Project Controls, Cost Control, Schedule Management, Risk Management, Primavera P6
Oakland, California, United States · Hybrid
$123k–$207k/yr
Requisition ID # 173478 Job Category: Project / Program Management Job Level: Individual Contributor Business Unit: Energy Delivery Work Type: Hybrid Job Location: Oakland; Alameda; Alta; American Canyon; Angels Camp; An…
Skills: Program Management, ISO 55001 Certification, Budgeting and Forecasting, Stakeholder Management, Policy Development
Oakland, California, United States · Hybrid
$38/hr–$45/hr
Overview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex inf…
Skills: SAP, Billing Analysis, Contract Review, Invoicing, Financial Analysis
Oakland, California, United States · Hybrid
$49/hr–$58/hr
Overview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex inf…
Skills: Data Modeling, Ad-hoc Reporting, Quantitative Analysis, Qualitative Analysis, What-if Modeling
Oakland, California, United States · On-site
$77/hr–$97/hr
Overview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex inf…
Skills: Compliance Program Management, Risk Management, Quality Assurance, Gap Analysis, Regulatory Compliance
Oakland, California, United States · Hybrid
$44/hr–$58/hr
Overview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex inf…
Skills: Data Analysis, Portfolio Planning, Power BI, Excel, SAP
Oakland, California, United States · On-site
Overview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex inf…
Skills: Compliance Program Management, Risk Management, Quality Assurance, Gap Analysis, Regulatory Compliance
Oakland, California, United States · Hybrid
Overview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex inf…
Skills: SAP, Contract Review, Invoicing, Financial Analysis, What-if Modeling
Oakland, California, United States · Hybrid
Overview Company Summary Intren West (IW) Professional Services Construction Management Solutions provides strategic program management, construction management, and operational consulting services supporting complex inf…
Skills: Data Analysis, Portfolio Planning, Power BI, Excel, Financial Analysis
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Source and acquire new clients while providing comprehensive long-range financial planning advice. Maintain a client base and collaborate with internal support teams to align financial plans with client goals.
Requires at least 5 years of financial services experience, including 3 years as a planning-based advisor. Must hold FINRA Series 65 or 7 and 66 licenses.
At Cetera Planning Partners (CPP), a unique community within Cetera Holdings, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless.
We are currently seeking to add a Senior Wealth Advisor position to our team located in Oakland, CA. A Senior Wealth Manager will have a minimum of 5 years’ industry experience, establishing a track record of business development success and providing clients with comprehensive planning advice. Senior Wealth Managers are the face of the client relationship with a team built around them consisting of a client service, Tax, Legacy Wealth Strategies, Trading, CIO, and operational support.
What you will do:
• Source and acquire new clients to build business
• Use 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 referral partnership
• Work with prospective clients and current clients to understand their goals, concerns and current financial information. Analyze information to create a long-range financial plan
• Develop and maintain a base of clients who value your input and guidance
• Work with clients to keep their financial plans current and aligned with their goals
• Maximize relationships, create referrals and keep SalesForce updated
• Research industry guidelines. Stay up to date with current events and market trends
• Comply with current policies and procedures for financial, investment, tax and insurance industry
What you will have:
• 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
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.
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About Us
Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera’s Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.
We deliver tax-intelligent wealth management solutions for Financial Professionals.
Avantax, a unique community within Cetera Holdings, delivers tax-intelligent wealth management solutions for financial professionals, tax professionals & CPA firms, supporting its goal of minimizing clients’ tax burdens through comprehensive tax-intelligent financial planning. Avantax has two distinct, but related, models within its business: the independent Financial Professional model & the employee-based model. Avantax refers to its independent Financial Professional model as Avantax Wealth Management®. Avantax Wealth Management (AWM) works with a nationwide network of Financial Professionals operating as independent contractors & offers its services through its registered broker-dealer, Avantax Investment Services, Inc., Member FINRA, SIPC, registered investment advisor (RIA), Avantax Advisory Services, Inc., & insurance agency subsidiaries. We refer to our employee-based model as Avantax Planning Partners℠. Avantax Planning Partners offers services through its RIA, insurance agency, & affiliated broker-dealer, Avantax Investment Services, Inc., & partners with CPA firms to provide their consumer & small-business clients with holistic financial planning & advisory services. Securities offered through Avantax Investment Services℠, Member FINRA (www.finra.org), SIPC (www.sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through licensed agents of Avantax Insurance Agency℠ & Avantax Insurance Services℠. 3200 Olympus Blvd., Suite 100, Dallas, TX, 75019, 972-870-6000. Visit Avantax.com/social_policy for more information. Avantax exclusively provides financial products and services & does not directly provide or supervise tax or accounting services. Its affiliated Financial Professionals may offer those services through their independent outside businesses. Financial Professionals’ outside companies aren't registered investment advisers.
Offices: 3200 Olympus Blvd, Suite 100, Dallas, Texas 75019, US
Based on 142 listings with disclosed salaries, most consulting jobs in Oakland, CA pay between $56k–$207k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 189 open consulting positions in Oakland, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include AECOM, Kaiser Permanente Oakland Medical Center, Ascendiun, Pacific Gas and Electric Company, BKF Engineers, among others. Browse the listings above to see every active employer.
Yes — 125 of the 189 open consulting positions offer remote or hybrid work (27 remote, 98 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
