Senior CFP Wealth Planner High-Net-Worth Clients
Job in
Oxnard, Ventura County, California, 93033, USA
Listed on 2026-02-18
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in California seeks a seasoned Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, 5+ years of experience in financial planning, and relevant certifications like Series 65, CFP, or CFA. The role includes preparing financial plans, cultivating client relationships, and participating in training new associates.
The firm emphasizes professional growth and offers a competitive salary package, ranging from $70,200 to $125,000 annually, dependent on location and experience.
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Position Requirements
10+ Years
work experience
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