More jobs:
Wealth Advisor UHNW Clients
Job in
Summerland, Santa Barbara County, California, 93067, USA
Listed on 2026-03-10
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Summerland
A financial services company in Summerland is looking for an experienced Wealth Advisor to provide comprehensive wealth management solutions for high net worth clients. Responsibilities include preparing customized financial plans and cultivating client relationships. The ideal candidate will have a Bachelor's degree, 5+ years of relevant experience, and Series 65, CFP, or CFA certifications. This position offers a competitive salary ranging from $70,200 to $125,000 per year, along with opportunities for professional growth and a supportive work culture.
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