Wealth Advisor UHNW Clients
Job in
Oak View, Ventura County, California, 93022, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
Location: Oak View
A financial services firm in California is looking for a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. This role requires preparing customized financial plans, managing client relationships, and actively participating in acquiring new clients. Candidates must have 5+ years of relevant experience, a Bachelor's degree, and Series 65, CFP, or CFA certification. The firm fosters professional growth and offers a supportive workplace culture.
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