Senior Wealth Advisor High-Net-Worth Clients
Job in
Oxnard, Ventura County, California, 93033, USA
Listed on 2026-02-17
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-17
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in California is seeking a Wealth Advisor with a commitment to providing comprehensive wealth management advice to high net worth clients. The ideal candidate will possess a Bachelor's degree and 5+ years of relevant experience in financial planning or a related field, ideally holding certifications such as Series 65, CFP, or CFA. Responsibilities include developing customized financial plans, cultivating client relationships, and participating in team mentorship.
Competitive compensation ranges from $70,200 to $125,000 annually, commensurate with experience.
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Position Requirements
10+ Years
work experience
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