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Elite Wealth Planning Consultant

Job in Ventura, Ventura County, California, 93006, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-02-18
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Wealth Management
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 firm in California seeks an experienced Wealth Advisor to provide tailored wealth management solutions to high net worth clients. This role involves developing comprehensive financial plans, cultivating client relationships, and leading a wealth advisory team. Candidates should have a bachelor's degree, relevant experience, and certifications like Series 65, CFP or CFA. The position offers a competitive salary ranging from $70,200 to $125,000 annually based on experience and location.
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