Senior Wealth Advisor; CFP/CFA 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
Wealth Management, Financial Consultant, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. This role requires a Bachelor's degree, 5+ years of experience, and necessary certifications such as Series 65, CFP, or CFA. You will prepare customized financial plans, cultivate client relationships, and mentor new associates. The firm promotes professional growth and offers competitive compensation ranging from $70,200 to $125,000 annually depending on experience and location.
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Position Requirements
10+ Years
work experience
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