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Senior Wealth Advisor High-Net-Worth Clients
Job in
San Jose, Santa Clara County, California, 95199, USA
Listed on 2026-03-11
Listing for:
Mariner
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor in San Jose, California. In this role, you will work closely with the wealth management team to create comprehensive wealth plans tailored to high net worth clients. The ideal candidate must possess a Bachelor's degree, Series 65, CFP, or CFA, and have a minimum of five years of relevant experience.
Strong interpersonal and organizational skills are essential. The position offers a competitive base salary ranging from $70,200 to $125,000, based on experience and location.
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Position Requirements
10+ Years
work experience
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