Senior Wealth Advisor: Client & Wealth Strategy
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, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm in California seeks a Wealth Advisor to offer comprehensive wealth management to high net worth clients. The ideal candidate will have a Bachelor's degree, Series 65, CFP or CFA certification, and 5+ years in financial planning. Responsibilities include preparing financial plans, cultivating client relationships, and contributing to new client acquisition. Competitive compensation ranges from $70,200 to $125,000 annually, based on experience and location, with eligibility for incentive programs.
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Position Requirements
10+ Years
work experience
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