About this role
Wealth Advisor at Mariner Wealth Advisors. Location: San Diego, California, United States. Role: Providing advice, Developing plans, Cultivating relationships Requirements: Bachelor’s degree; 5+ years in financial planning or related field; Series 65, CFP or CFA required. Category: Finance and Accounting Seniority: Mid Level Tools: eMoney, MoneyGuide Pro Certifications: series 65, cfp, cfa Commitment: Full Time Workplace: Onsite Languages: English