Senior Wealth Advisor: Create Plans & Portfolios
Job in
Port Hueneme, Ventura County, California, 93041, USA
Listed on 2026-02-22
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-22
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Advisor in Port Hueneme, California, to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have over 5 years of experience, a Bachelor's degree, and required certifications like Series 65, CFP, or CFA. Responsibilities include financial planning, leading client relationships, and mentoring associates.
This role offers competitive compensation ranging from $70,200 to $125,000 per year, reflecting market rates and individual expertise.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×