More jobs:
Wealth Advisor UHNW Clients
Job in
Oxnard, Ventura County, California, 93033, 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 Consultant
Job Description & How to Apply Below
A leading financial services firm in Oxnard, California, is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have over 5 years of relevant experience and required certifications like Series 65, CFP or CFA. Responsibilities include preparing financial plans, cultivating client relationships, and participation in talent development. The firm offers competitive compensation based on experience and location.
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