Senior Wealth Advisor — Hybrid; HNW Client Focus
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-14
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A national financial services firm in Newport Beach seeks a skilled Wealth Advisor. You will work closely with high net worth clients to develop comprehensive financial plans. The ideal candidate will have over 5 years of relevant experience and a Series 65, CFP, or CFA certification. Mastery of financial planning software and excellent communication skills are crucial. Join us to foster professional growth while helping clients achieve their wealth goals in a collaborative, hybrid work environment.
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Position Requirements
10+ Years
work experience
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