Senior Wealth Advisor: Client & Wealth Strategy
Job in
Santa Paula, Ventura County, California, 93061, 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 in Santa Paula, California is seeking a Wealth Advisor to manage high net worth clients. The role involves providing tailored financial planning, cultivating client relationships, and mentoring junior staff. Ideal candidates will possess a Bachelor's degree, 5+ years of related experience, and relevant certifications like Series 65, CFP, or CFA. A strong knowledge of wealth management strategies and financial software is crucial.
Competitive compensation with a range between $70,200 and $125,000 annually is offered.
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Position Requirements
10+ Years
work experience
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