Senior Wealth Advisor High-Net-Worth Clients
Job in
Ojai, Ventura County, California, 93023, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm in California is seeking experienced Wealth Advisors to manage high net worth client relationships. Responsibilities include providing tailored wealth management advice, overseeing financial plans, and developing client relationships. Candidates should have a Bachelor's degree, relevant experience in financial planning, and certifications such as Series 65, CFP, or CFA. Strong interpersonal skills and proficiency with financial software are key for success in this role.
The position offers a competitive salary range of $70,200 to $125,000 per year.
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Position Requirements
10+ Years
work experience
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