Wealth Planning Associate Hybrid & Client Impact
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-03-06
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Services, Financial Advisor
Job Description & How to Apply Below
A national financial services firm is seeking an Associate Wealth Advisor in San Jose, California. This role involves collaborating with a wealth management team to create tailored wealth plans and strategies for high net worth clients. Candidates should hold a Bachelor's degree and have at least 2 years of relevant experience, alongside a CFP designation or Series 65. Strong interpersonal skills and attention to detail are essential.
The compensation ranges from $63,000 to $108,000 annually depending on qualifications and geographic location.
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Position Requirements
10+ Years
work experience
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