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Financial Consultant Financial Advisor Financial Services Wealth Management

Senior Wealth Advisor & Comprehensive Financial Planner

Job in Carpinteria, Santa Barbara County, California, 93014, USA
Listing for: Mariner Finance
Full Time position
Listed on 2026-03-03
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in California is looking for a Wealth Advisor to provide comprehensive financial planning to high net worth clients. You'll be responsible for developing customized financial strategies, fostering client relationships, and mentoring new advisors. Ideal candidates will have a Bachelor's degree, 5+ years of relevant experience, and necessary certifications like Series 65 or CFP. A commitment to continuous education and excellence in client service is critical.
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Position Requirements
10+ Years work experience
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