Senior CFP Wealth Planner High-Net-Worth Clients
Job in
Ojai, Ventura County, California, 93023, USA
Listed on 2026-03-12
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A leading financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. Responsibilities include preparing customized financial plans, leading client relationships, and mentoring new staff. The ideal candidate will have a Bachelor's degree, Series 65, CFP or CFA, and at least 5 years of experience in the field. The role offers competitive compensation and opportunities for professional growth.
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Position Requirements
10+ Years
work experience
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