Senior Wealth Advisor for High-Net-Worth Clients
Mariner
A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth clients. The ideal candidate will have a Bachelor's degree, at least 5 years of relevant experience, and Series 65, CFP, or CFA credentials. Responsibilities include preparing financial plans, cultivating client relationships, and mentoring junior associates. The firm fosters professional growth in a diverse culture and offers a supportive work environment, aiming for work-life balance and community contribution. #J-18808-Ljbffr
Vacancy posted 1 day ago
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