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Wealth Management Financial Advisor

Senior Wealth Planner & Team Leader

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Mariner Holdings
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Job Description & How to Apply Below
A national financial services firm in San Jose is seeking a Senior Wealth Advisor to lead a wealth management team. The successful candidate will create comprehensive wealth plans and manage high-net-worth clients. Responsibilities include cultivating client relationships, leading meetings, and mentoring team members. Candidates must have over 10 years of relevant experience and hold a Series 65, CFP or CFA designation.

This full-time position offers a dynamic work environment, with a strong focus on professional growth and team development.
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Position Requirements
10+ Years work experience
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