Senior Wealth Advisor: Client & Wealth Strategy
Job in
Ventura, Ventura County, California, 93006, USA
Listed on 2026-02-16
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm in Ventura, California is looking for a Wealth Advisor to deliver comprehensive wealth management advice to high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and collaborating with the wealth advisor team. The ideal candidate holds a Bachelor's degree, has over 5 years of relevant experience, and possesses Series 65, CFP or CFA certifications.
Competitive compensation and opportunities for professional growth are offered.
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Position Requirements
10+ Years
work experience
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