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Senior Wealth Advisor High Net Worth Clients
Job in
Port Hueneme, Ventura County, California, 93041, USA
Listed on 2026-02-08
Listing for:
Mariner
Full Time
position Listed on 2026-02-08
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A wealth management firm in California is seeking an experienced Wealth Advisor to provide comprehensive financial planning services to high net worth clients. The ideal candidate will have over 5 years of relevant experience, a Bachelor's degree, and necessary certifications. Responsibilities include managing client relationships, preparing financial plans, and contributing to team goals. The firm values professional growth and fosters a supportive, diverse workplace.
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Position Requirements
10+ Years
work experience
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