Senior Wealth Planner High Net Worth Clients
Job in
Milpitas, Santa Clara County, California, 95035, USA
Listed on 2026-01-13
Listing for:
Mariner Finance
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Milpitas, CA is seeking a Senior Financial Planner to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, 5+ years of relevant financial planning experience, and certifications such as Series 65, CFP or CFA. Strong interpersonal and organizational skills are essential. The role includes preparing customized financial plans and cultivating client relationships.
Competitive compensation ranges from $70,200 to $125,000 annually, with potential bonuses and benefits.
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Position Requirements
10+ Years
work experience
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