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Senior Wealth Advisor: Client & Wealth Strategy
Job in
Santa Barbara, Santa Barbara County, California, 93190, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A financial services firm in Santa Barbara seeks a Wealth Advisor to provide tailored wealth management solutions for high net worth clients. The role requires a Bachelor's degree, relevant certifications such as CFP or CFA, and over 5 years of experience in financial planning. Responsibilities include developing financial plans, cultivating client relationships, and mentoring junior staff. The position offers competitive compensation between $70,200 and $125,000 annually, based on experience and location.
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Position Requirements
10+ Years
work experience
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