Senior Wealth Advisor & Mentor High Net Worth Clients
Job in
Port Hueneme, Ventura County, California, 93041, USA
Listed on 2026-01-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Services, Financial Consultant
Job Description & How to Apply Below
A financial services firm in California seeks a Wealth Advisor to provide tailored wealth management advice to high net worth clients. Responsibilities include preparing financial plans, cultivating client relationships, and mentoring new associates. Candidates must have a Bachelor’s degree and at least 5 years of relevant experience, along with a Series 65, CFP, or CFA designation. Competitive compensation ranges from $70,200 to $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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