Senior Wealth Advisor: Client & Wealth Strategy
Job in
Carpinteria, Santa Barbara County, California, 93014, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm in Carpinteria, CA is looking for a Wealth Advisor to provide tailored financial planning and wealth management services to high net worth clients. Candidates should have a Bachelor's degree and over five years of relevant experience in financial planning or related fields. Certification like CFP or CFA is required. This role emphasizes client relationship management, custom plan preparation, and mentoring junior staff.
Competitive compensation offered based on experience, skills, and location.
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Position Requirements
10+ Years
work experience
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