Wealth Strategist
Compensation
$150k – $175k /yr
Employment type
Contract
Work setting
On-site
Location
Pasadena, CA
Schedule
Day shift
Posted
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Job overview
The Wealth Strategist is an onsite role based in Pasadena, CA, with a salary range of $150,000–$175,000 per year. This position supports a modern multi-family office that provides personalized wealth management services to high-net-worth individuals and families. This role exists to lead client relationships and provide comprehensive financial planning, investment management, and tax strategy services. The Wealth Strategist works to preserve and grow client wealth through long-term thinking and innovative financial solutions, fostering a collaborative environment that prioritizes exceptional client service.
What we're looking for
- Skills & competencies
- wealth strategistpasadena cacontractday shiftfinancewealth managementcfpriafinancial planningestate planning$150k-$175k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive Base Salary, Bonus and Options Package, Complete Benefits Package
About the employer
Jobot is hiring for this role. Industry: Miscellaneous Intermediation. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Miscellaneous Intermediation
- Occupation code
- 13-2052.00
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Listing ID: 0a6987e9-239e-4571-b322-7d7cd8191f34