Senior CFP Wealth Planner High-Net-Worth Clients
Job in
Oak View, Ventura County, California, 93022, USA
Listed on 2026-02-18
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
Location: Oak View
A leading financial services firm in California is seeking a Wealth Advisor to provide tailored wealth management advice to high net worth clients. The role requires a Bachelor's degree and over 5 years of relevant experience, including Series 65, CFP or CFA certifications. Applicants should possess strong interpersonal skills, mastery of financial planning software, and a detail-oriented approach. This position offers a competitive salary ranging from $70,200 to $125,000 per year, along with opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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