Senior Wealth Planner High-Net-Worth Clients
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant
Job Description & How to Apply Below
A wealth management firm in California seeks an experienced Wealth Advisor to provide comprehensive financial advice to high net worth clients. Responsibilities include developing detailed financial plans, cultivating strong client relationships, and mentoring junior staff. The ideal candidate will have a Bachelor's degree, relevant certifications like CFP or CFA, and a proven record of working with affluent clients. A commitment to professional growth and community engagement is emphasized, along with competitive compensation based on experience and location.
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Position Requirements
10+ Years
work experience
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