Senior Wealth Advisor & Mentor High Net Worth Clients
Job in
Camarillo, Ventura County, California, 93012, USA
Listed on 2026-03-03
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-03
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. This role involves preparing customized financial plans, cultivating client relationships, and mentoring new associates. The ideal candidate will have a Bachelor's degree, required experience in financial planning, and certifications such as Series 65, CFP, or CFA. Competitive salary ranging from $70,200 to $125,000 annually based on experience and location.
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Position Requirements
10+ Years
work experience
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