Wealth Advisor - Custom Plans for High-Net-Worth Clients

Mariner

San Diego, CA

JOB DETAILS
SKILLS
Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Diversity, Financial Planning, Financial Services, High Net Worth, Sales Management, Series 65, Team Player, Wealth Management
LOCATION
San Diego, CA
POSTED
1 day ago

A financial services firm in San Diego is seeking a Wealth Advisor to join their team. This role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor's degree, Series 65, CFP or CFA certification, and at least 5 years of experience in financial planning. The firm is committed to professional growth and fostering a diverse culture with a strong focus on teamwork and community engagement.#J-18808-Ljbffr

About the Company

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Mariner