Senior Wealth Advisor; CFP/CFA High-Net-Worth Clients
Job in
Oak View, Ventura County, California, 93022, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Oak View
A financial advisory firm in California seeks an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and mentoring new associates. Candidates must possess a Bachelor's degree, have at least 5 years of relevant experience, and hold Series 65, CFP or CFA certifications. The firm values professional growth, teamwork, and a supportive culture.
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Position Requirements
10+ Years
work experience
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