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Financial Consultant Financial Advisor Wealth Management

Senior Wealth Advisor - UHNW Planning & Strategy

Job in San Jose, Santa Clara County, California, 95199, USA
Listing for: Mariner Holdings
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
A national financial services firm is seeking an experienced Wealth Advisor to provide comprehensive wealth management strategies for high net worth clients. The advisor will collaborate with the team to create customized financial plans, cultivate client relationships, and participate in acquiring new clients. Candidates must have 5+ years of relevant experience, alongside required certifications like CFP or CFA. Competitive compensation offered with base pay ranging from $70,200 to $125,000 depending on location and experience.
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Position Requirements
10+ Years work experience
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