Wealth Strategist
Compensation
$150k – $175k /yr
Employment type
Contract
Work setting
On-site
Location
Los Angeles, CA
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Wealth Strategist is an onsite role in Los Angeles, CA, with an annual salary of $150,000 to $175,000. This position supports a modern multi-family office. The role is responsible for providing comprehensive wealth management services, including investment and financial planning. It contributes to the firm's success by building strong client relationships and preserving family wealth.
What you'll do
- Lead client relationships, provide financial planning, manage investment strategies, and support tax and estate planning.
What we're looking for
- Skills & competencies
- wealth strategistlos angeles cacontractaccountingfinancewealth managementcfpfinancial planningonsitejobot$150k-$175k/yr
- Work arrangement
- Weekend coverage required
Benefits & perks
- Bonus, options package, complete benefits
Why this role
CFP designation required.
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
You'll be redirected to the employer's application page.
Listing ID: f02c6ab2-b0f6-43c3-8d4c-4801daacef0b