×
Register Here to Apply for Jobs or Post Jobs. X

Senior Wealth Advisor - Alternatives & Holistic Planning

Job in Thousand Oaks, Ventura County, California, 91362, USA
Listing for: Roklyn Consulting
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 140000 - 225000 USD Yearly USD 140000.00 225000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm is seeking a Wealth Advisor to oversee client portfolios and provide exemplary service. The role involves integrating alternative investments and maintaining proactive client communication. Candidates must have a minimum of 5 years in a client-facing advisory role and a CFP® designation. Competitive salary between $140,000 and $225,000, alongside comprehensive health benefits and career advancement opportunities.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary