Senior Wealth Advisor UHNW Clients and Plans
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-01-14
Listing for:
Mariner
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A national financial services firm based in Newport Beach seeks a Wealth Advisor responsible for providing comprehensive wealth management advice to high net worth clients. The ideal candidate will have a bachelor’s degree, over 5 years of experience in financial planning, and required certifications like Series 65, CFP, or CFA.
This role offers a competitive salary ranging from $70,200 to $125,000 annually, dependent on various factors. This is a great opportunity for professionals eager to cultivate client relationships and provide detailed financial solutions.
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Position Requirements
10+ Years
work experience
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