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Senior Financial Planner - Series
Job in
Oxnard, Ventura County, California, 93033, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A company is looking for a Senior Financial Planner (New Client Development).
Key Responsibilities Provide outstanding financial advice and guidance in the client's best interests Evaluate client situations, analyze their needs, and develop compelling recommendations Build positive relationships with clients and influence them to improve their financial well-being
Required Qualifications 7+ years of experience in a direct client-facing role in fee-based wealth management or financial advisory Proven track record of forming relationships and a results-driven approach Desire for a role with base salary and performance-based compensation Must possess an active Series 65 or obtain it within the first three months of employment A Clean U-4; a Certified Financial Planner (CFP) or other certification is desired but not required
Position Requirements
10+ Years
work experience
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