Wealth Advisor; Hybrid — High-Net-Worth Planning
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-01-25
Listing for:
Mariner Holdings
Full Time
position Listed on 2026-01-25
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A national financial services firm is seeking a Wealth Advisor who will work closely with the wealth management team to create comprehensive wealth strategies for high net worth clients. The ideal candidate will have over five years of experience in financial planning, possess relevant certifications such as Series 65, CFP, or CFA, and demonstrate strong interpersonal and organizational skills. This role includes mentorship responsibilities and a commitment to professional growth.
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