Senior Wealth Advisor High Net Worth Clients
Job in
Ojai, Ventura County, California, 93023, USA
Listed on 2026-03-01
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The successful candidate will prepare customized financial plans, cultivate client relationships, and mentor new associates. Bachelor's degree and 5+ years of related experience required. A strong focus on interpersonal skills, attention to detail, and proficiency in financial planning software is essential.
Competitive salary and benefits are offered.
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Position Requirements
10+ Years
work experience
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