Senior Wealth Advisor HNW Planning and Relationships
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, Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in California seeks an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing customized financial plans, cultivating client relationships, and mentoring junior advisors. Qualified candidates must hold a bachelor's degree and possess 5+ years of relevant experience, along with required certifications. The role offers competitive compensation reflecting market factors.
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Position Requirements
10+ Years
work experience
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