Senior Wealth Advisor; CFP/CFA High-Net-Worth Clients
Job in
Ventura, Ventura County, California, 93006, USA
Listed on 2026-02-18
Listing for:
Mariner Finance
Full Time
position Listed on 2026-02-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a knowledgeable Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing tailored financial plans, cultivating client relationships, and mentoring new associates. Candidates must possess a Bachelor's degree, along with Series 65, CFP, or CFA credentials, and have experience in wealth management. This position offers a competitive salary range from $70,200 to $125,000 annually, based on skills and experience.
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Position Requirements
10+ Years
work experience
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