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Lead Wealth Advisor – High-Net-Worth Planning

Job in Los Angeles, Los Angeles County, California, 90079, USA
Listing for: Mariner Holdings
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A wealth management firm in Los Angeles is looking for a Senior Wealth Advisor to lead a team in creating comprehensive wealth management strategies. The ideal candidate should have over 10 years of experience, bring a wealth of expertise in managing high-net-worth clients, and possess Series 65, CFP, or CFA certifications. Responsibilities include cultivating client relationships, leading meetings, and mentoring associates.

This role is fully on-site and offers a dynamic team environment with a focus on professional growth.
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