Senior Wealth Advisor High-Net-Worth Clients
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
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Carpinteria is seeking a Wealth Advisor to manage high net worth client relationships, prepare customized financial plans, and offer comprehensive wealth management advice. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and possess certifications such as Series 65, CFP, or CFA. This role emphasizes teamwork, client engagement, and mentoring associates, providing a competitive salary range between $70,200 and $125,000 annually based on skills and experience.
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Position Requirements
10+ Years
work experience
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