Wealth Strategist
Compensation
$150k – $175k /yr
Employment type
Contract
Work setting
On-site
Location
Pasadena, CA
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
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 advisory role supports the wealth management team of a multi-family office. The role is responsible for providing comprehensive wealth management services, including investment management, tax strategy, and estate planning, to high-net-worth families. The strategist leads client relationships and delivers personalized financial solutions.
What you'll do
- Lead client relationships, provide wealth management services, develop tax and estate planning strategies, and manage financial planning for high-net-worth individuals.
What we're looking for
- Skills & competencies
- full-timeday shiftpasadena cafinancewealth strategistadvisorcfphigh-net-worthestate planningtax strategy$150k-$175k
- Work arrangement
- Weekend coverage required
Benefits & perks
- Competitive Base Salary, Bonus, Options Package, Benefits
Why this role
Requires CFP designation.
About the employer
Jobot is hiring for this role. Industry: Offices of Lawyers. Sector: 54.
Additional details
- Industry sector
- 54
- Industry
- Offices of Lawyers
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: 357f4eef-e28f-479c-859e-967aa8beec36