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Financial Advisor Financial Consultant Wealth Management

Senior Wealth Advisor & Comprehensive Financial Planner

Job in Ojai, Ventura County, California, 93023, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm based in Ojai, California, is seeking an experienced Wealth Advisor to provide comprehensive wealth management services to high net worth clients. The role requires a minimum of 5 years in financial planning or a related field, along with certifications like Series 65, CFP, or CFA. Responsibilities include crafting tailored financial plans, managing client relationships, and mentoring new associates.

The position offers a competitive salary range of $70,200 to $125,000 annually.
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Position Requirements
10+ Years work experience
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