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Senior Wealth Advisor UHNW Planning
Job in
Port Hueneme, Ventura County, California, 93041, 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 Consultant
Job Description & How to Apply Below
A financial advisory firm in Port Hueneme seeks an experienced Wealth Advisor. The role involves providing comprehensive wealth management advice to high net worth clients, preparing customized financial plans and cultivating client relationships. The ideal candidate will have at least 5 years of relevant experience, a bachelor's degree, and hold either Series 65, CFP, or CFA certifications. This position favors individuals with strong relationship management skills and a talent development background.
Competitive compensation package offered.
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Position Requirements
10+ Years
work experience
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