Wealth Advisor UHNW Clients
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
Financial Consultant, Financial Advisor, Financial Services, Accounting & Finance
Job Description & How to Apply Below
A financial services firm in California seeks an experienced Wealth Advisor to provide tailored financial advice to high net worth clients. This role requires a Bachelor's degree and 5+ years in financial planning, along with Series 65, CFP or CFA credentials. The successful candidate will cultivate client relationships, prepare detailed financial plans, and mentor junior associates. A commitment to professional growth and teamwork is vital.
Competitive compensation based on experience and geographic location offered.
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