Wealth Advisor UHNW 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
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services company is seeking an experienced Wealth Advisor to provide comprehensive wealth management to high net worth clients. This role requires a Bachelor's degree, 5+ years in financial planning, and relevant certifications such as Series 65, CFP or CFA. Responsibilities include crafting financial plans, leading client relationships, and mentoring junior staff. The position offers a competitive salary range between $70,200 and $125,000 annually, based on geographic location and experience.
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