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Senior Wealth Advisor & Comprehensive Financial Planner

Job in Ventura, Ventura County, California, 93006, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 70200 - 125000 USD Yearly USD 70200.00 125000.00 YEAR
Job Description & How to Apply Below
A financial services company is seeking a skilled Wealth Advisor to provide wealth management advice to high-net-worth clients. The role involves preparing comprehensive financial plans, cultivating client relationships, and mentoring new advisors. Ideal candidates will have over 5 years of industry experience, a Bachelor's degree, and relevant certifications (Series 65, CFP or CFA). The position offers a competitive salary range from $70,200 to $125,000, based on experience and location.
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Position Requirements
10+ Years work experience
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