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Senior Wealth Advisor High-Net-Worth Clients
Job in
Santa Paula, Ventura County, California, 93061, USA
Listed on 2026-02-19
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm in California is seeking a Wealth Advisor to provide comprehensive wealth management advice, cultivate client relationships, and prepare customized financial plans. Ideal candidates will have a Bachelor's degree and over 5 years of relevant experience, including Series 65, CFP, or CFA. This position offers competitive pay between $70,200 to $125,000, based on geographic location and experience, along with potential incentive programs and benefits.
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Position Requirements
10+ Years
work experience
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