Senior Wealth Advisor High-Net-Worth Clients
Job in
Carpinteria, Santa Barbara County, California, 93014, USA
Listed on 2026-02-17
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm in California is seeking a Wealth Advisor to provide comprehensive financial management advice to high net worth clients. The role demands 5+ years of relevant experience and a Bachelor's degree, along with Series 65, CFP, or CFA certifications. Ideal candidates will show expertise in wealth management, excellent interpersonal skills, and a commitment to professional growth. This position offers competitive compensation ranging from $70,200 to $125,000 annually, depending on experience and location.
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Position Requirements
10+ Years
work experience
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