Senior CFP Wealth Planner High-Net-Worth Clients
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
Financial Consultant, Financial Advisor, Wealth Management
Job Description & How to Apply Below
A financial advisory firm in California is seeking a Wealth Advisor to provide comprehensive wealth management and financial planning advice to high net worth clients. The role requires a Bachelor's degree, relevant certifications (Series 65, CFP, or CFA), and 5+ years of experience. Key responsibilities include cultivating client relationships, preparing customized financial plans, and mentoring new associates. The firm offers competitive compensation and opportunities for professional growth within a supportive environment.
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Position Requirements
10+ Years
work experience
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