Senior 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, Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in California seeks an experienced Wealth Advisor to provide comprehensive financial advice to high net worth clients. Candidates should possess a Bachelor's degree and at least 5 years of relevant experience, including Series 65, CFP or CFA credentials. This role involves preparing financial plans, cultivating client relationships, and mentoring new advisors. The firm values professional growth and offers a supportive culture with competitive compensation ranging from $70,200 to $125,000 annually, depending on experience.
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Position Requirements
10+ Years
work experience
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