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Elite Wealth Planning Consultant

Job in Carpinteria, Santa Barbara County, California, 93014, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients in Carpinteria, California. The role requires a bachelor's degree, Series 65, CFP or CFA certifications, and over 5 years of experience in financial planning. Candidates will prepare financial plans, cultivate client relationships, and train new staff. The position offers a competitive compensation package ranging from $70,200 to $125,000 per year based on experience and location.
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