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Senior Wealth Planner High-Net-Worth Clients
Job in
Camarillo, Ventura County, California, 93012, USA
Listed on 2026-02-15
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-15
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial services firm in California is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree and over 5 years of relevant experience, including Series 65, CFP, or CFA certification. Responsibilities include preparing financial plans, cultivating client relationships, and training new staff. The role offers a competitive salary ranging from $70,200 to $125,000 based on experience and location.
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Position Requirements
10+ Years
work experience
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