Senior Wealth Advisor; CFP/CFA High-Net-Worth Clients
Job in
Santa Paula, Ventura County, California, 93061, USA
Listed on 2026-02-28
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A financial services firm in California seeks an experienced Wealth Advisor to manage high net worth clients. In this role, you will provide tailored financial advice and cultivate client relationships. The ideal candidate holds a Bachelor’s degree and has over five years of relevant experience in financial planning, along with certifications like Series 65, CFP or CFA. This position offers competitive compensation based on experience and location, and fosters a supportive, growth-oriented work environment.
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Position Requirements
10+ Years
work experience
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