Job Description
OPPORTUNITY
DETAILS
Title: Financial Advisor
Type: Full-Time
Location: Pasadena, California
Compensation: Competitive compensation structure based on experience and production
Start: ASAP
CANDIDATE BACKGROUND PROFILE
Experienced Financial Advisor with a strong background developing and managing long-term client relationships.
Minimum of 10 years of financial advisory, wealth management, or related client-facing experience.
CFP® designation required.
Demonstrated experience building, growing, and servicing a book of business.
Strong knowledge of comprehensive financial planning, investment management, retirement planning, estate planning, and tax-aware wealth strategies.
Experience working with high-net-worth individuals, families, business owners, executives, and other private clients.
A transferable book of business is preferred but not required.
Strong relationship-management, communication, and business-development capabilities.
SCOPE OF WORK
Serve as a primary advisor to established client relationships and provide ongoing financial planning and wealth management guidance.
Develop customized financial strategies based on each client's goals, financial circumstances, and long-term objectives.
Advise clients across investment management, retirement planning, estate planning, tax-aware strategies, insurance, and other wealth planning needs.
Build and deepen relationships with high-net-worth individuals, families, business owners, executives, and other private clients.
Support the transition and continued management of established client relationships as part of a long-term succession opportunity.
Develop new relationships and contribute to continued asset and business growth through referrals and business development.
Collaborate with internal specialists and firm resources to provide clients with comprehensive wealth management solutions.
Maintain a high standard of client service while helping ensure continuity and retention of client relationships.
Thorndale Partners, LLC
Your trusted talent acquisition partner working to provide a premium experience to both job seekers and hiring managers.
Numbers & Facts
| Location | Overland Park, KS |
| Industry | Other/Not Classified |
| Company Size | 50 to 99 employees |
| Year Founded | 2012 |
| Website | http://www.thorndalepartners.com/ |
About Company
Thorndale Partners llc was founded by merging assets from two long standing Nashville based staffing agencies with 17 years in the market and a back office funding partner with over 40 years of funding and managing the back office for multiple professional staffing businesses. We have three divisions:
Thorndale Technology : supporting all levels of IT staffing for corporations, technology companies, and startups.
Thorndale Health : Supporting all levels of technology related staffing for healthcare organizations, healthcare technology companies, and healthcare consulting firms.
Thorndale Finance : Supporting staffing for the Accounting and Financial roles for all the organizations our other divisions support as well.
Our goal is to quietly become the team retained by clients providing the best options to the highly competitive and tight candidate market. We work primarily on private search and hold the information about candidates we work with in the highest level of confidentiality.
We are and will continue to be the firm noted for the highest level of integrity and accuracy in details related to job opportunities and the backgrounds of candidates we represent.
Skills
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