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Senior Wealth Advisor High-Net-Worth Clients
Job in
Oxnard, Ventura County, California, 93033, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm located in Oxnard, California, is seeking an experienced Wealth Advisor to manage high net worth clients. Responsibilities include providing comprehensive financial advice, preparing tailored financial plans, and cultivating client relationships. The ideal candidate will have over 5 years of relevant experience, a Bachelor's degree, and required certifications such as CFP or CFA. Strong interpersonal skills and wealth management expertise are essential.
Competitive salary and comprehensive benefits offered.
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Position Requirements
10+ Years
work experience
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