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Senior Wealth Planner HNW Clients
Job in
Ventura, Ventura County, California, 93006, USA
Listed on 2026-03-10
Listing for:
Mariner Finance
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial services firm is seeking a skilled Wealth Advisor in California to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will possess a Bachelor's degree, certification of Series 65, CFP or CFA, and at least 5 years of relevant experience. Strong interpersonal and organizational skills are essential for cultivating client relationships and managing multiple priorities effectively.
The role offers a competitive salary ranging from $70,200 to $125,000, alongside a culture that supports professional growth and teamwork.
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Position Requirements
10+ Years
work experience
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