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Senior Wealth Relationship Manager
Job in
Oak View, Ventura County, California, 93022, USA
Listed on 2026-03-10
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant -
Management
Wealth Management
Job Description & How to Apply Below
A financial advisory firm in California seeks an experienced Wealth Advisor to offer comprehensive financial planning and wealth management services. The role requires at least 5 years in a relevant field and certifications such as Series 65, CFP, or CFA. Candidates must demonstrate expertise in managing high net worth clients and possess strong interpersonal and organizational skills. This position offers a competitive salary range of $70,200 - $125,000 annually, reflecting market costs and qualifications.
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Position Requirements
10+ Years
work experience
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