Senior CFP 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
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm located in California seeks an experienced Wealth Advisor to deliver comprehensive wealth management services to high net worth clients. This role requires creating customized financial plans, mentoring junior staff, and cultivating ongoing client relationships. The ideal candidate will have at least 5 years of relevant experience, a Bachelor’s degree, and a Series 65, CFP, or CFA designation.
Competitive compensation and various benefits are offered.
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Position Requirements
10+ Years
work experience
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