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Senior Wealth Advisor: Create Plans & Portfolios
Job in
Oxnard, Ventura County, California, 93033, USA
Listed on 2026-02-24
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Oxnard, CA is looking for a Wealth Advisor with over 5 years of experience to provide comprehensive wealth management advice. This role includes preparing customized financial plans, cultivating client relationships, and mentoring new associates. A Bachelor's degree and Series 65, CFP, or CFA certification are required. The position offers a salary range of $70,200 to $125,000 depending on experience and performance, along with incentives and benefits.
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Position Requirements
10+ Years
work experience
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