Senior Wealth Advisor HNW Planning and Relationships
Job in
Port Hueneme, Ventura County, California, 93041, USA
Listed on 2026-03-01
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm in California is looking for a Wealth Advisor to provide comprehensive financial plans to high net worth clients. The ideal candidate will have at least 5 years of relevant experience, a Bachelor's degree, and either a Series 65, CFP, or CFA designation. Responsibilities include preparing customized financial strategies, cultivating client relationships, and training new associates.
This role offers competitive compensation and participation in an incentive program.
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Position Requirements
10+ Years
work experience
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