Wealth Advisor — High-Net-Worth Planning
Job in
Los Altos, Santa Clara County, California, 94024, USA
Listed on 2026-01-14
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A wealth management firm is seeking a Wealth Advisor to provide exceptional service to high net worth clients. This role involves developing comprehensive financial plans and fostering strong client relations. The successful candidate will have a Bachelor’s degree, over 5 years of experience in relevant fields, and the Series 65, CFP, or CFA credentials. The firm emphasizes professional growth and a collaborative work culture, with compensation ranging from $70,200 to $125,000 based on experience and location.
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