Wealth Planning Associate — High-Net-Worth Client Focus

Mariner Wealth Advisors, LLC in Ventura, California is searching for an Associate Wealth Advisor to collaborate with a wealth management team, creating tailored financial strategies for high net worth clients. The successful candidate will possess a Bachelor's degree, relevant experience in financial planning, and required certifications (CFP or Series 65). The role emphasizes client relationship management, providing comprehensive advice, and developing financial plans. Opportunities for professional growth in an innovative workplace are offered.
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