Senior Wealth Advisor HNW Planning and Relationships
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
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A finance firm in California is looking for a Wealth Advisor who will provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have at least 5 years of experience and relevant certifications such as Series 65, CFP or CFA. Responsibilities include preparing customized financial plans, cultivating client relationships, and actively participating in team efforts to gain new clients.
The position offers a competitive salary, fostering professional growth and a supportive culture.
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Position Requirements
10+ Years
work experience
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