Wealth Strategist

Jobot

Pasadena, CA

Apply

JOB DETAILS

SALARY

$150,000–$175,000 Per Year

SKILLS

Certified Financial Planner (CFP), Customer Support/Service, Estate Planning, Financial Planning, High Net Worth, Investment Management, Legal, Management Strategy, Strategic Planning, Tax Accounting, Team Player, Wealth Management

LOCATION

Pasadena, CA

POSTED

1 day ago

Top Wealth Management Firm | Wealth Strategist / Advisor

This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the "Quick Apply" button and sending us your resume.
Salary: $150,000 - $175,000 per year

A bit about us:

We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families.

We have built an outstanding reputation for exceptional client service, innovation, and long-term thinking. As a growing firm, we are committed not only to delivering excellence to our clients but also to fostering a collaborative, people-first culture where our team has the opportunity to grow both personally and professionally.

If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on

Why join us?

Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too!
Meaningful Work!
Competitive Base Salary!
Competitive Bonus and Options Package!
Complete Benefits Package!
Flexible Work Schedules!
Accelerated Career Growth!
Fun Company Activities!

Job Details

3+ years of work experience (preferably with an RIA)
CFP designation
Led client relationships in previous role

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.

_{Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy}

About the Company

Jobot

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com 🤖

COMPANY SIZE

100 to 499 employees

INDUSTRY

Staffing/Employment Agencies

FOUNDED

2018

WEBSITE

http://www.jobot.com

Resume Resources

Free Resume Templates Free Resume Builder