Senior Wealth Advisor; CFP/CFA High-Net-Worth Clients
Job in
Camarillo, Ventura County, California, 93012, USA
Listed on 2026-02-18
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
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. Responsibilities include preparing customized financial plans, cultivating client relationships, and mentoring junior associates. Candidates must have a Bachelor's degree, at least 5 years of relevant experience, and hold Series 65, CFP, or CFA certifications. The firm fosters professional growth and offers competitive compensation ranging from $70,200 to $125,000 per year.
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Position Requirements
10+ Years
work experience
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