CFP Wealth Advisor

Vantage Wealth; Pasadena (CA); On-site; USD 67,000 - 95,000; Full time

Job summary

An established industry player in wealth management is seeking a dedicated CFP Wealth Advisor to enhance client relationships and deliver tailored financial advice. This role emphasizes strategic thinking and technical expertise, ensuring clients receive comprehensive support across investment, tax, and estate planning. Join a collaborative team that prioritizes client impact over sales, and enjoy competitive compensation and professional development opportunities. If you're passionate about helping clients achieve financial security and abundance, this position offers a unique chance to make a significant impact.

Benefits

Competitive compensation

Benefits package

Professional development support

Qualifications

• 5+ years of experience in wealth management or financial planning.
• Strong interpersonal skills with a consultative approach to client service.

Responsibilities

• Serve as the primary advisor for a select group of client relationships.
• Develop and implement holistic financial plans across various needs.

Skills

Wealth Management

Financial Planning

Client Relationship Management

Interpersonal Skills

Consultative Approach

Education

CFP Certification

5+ years experience in Wealth Management

Tools

Moneytree

Wealthbox

Job description

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Vantage Wealth is a boutique wealth management firm with a 30+ year legacy of personalized, multi-generational client relationships. We deliver thoughtful, strategic advice through a comprehensive lens —integrating investment management, financial planning, and tax efficiency to help clients achieve financial abundance and security across every stage of life.

Position Summary:

We are seeking a credentialed, client-focused CFP Wealth Advisor to join our team. The ideal candidate is a strategic thinker with strong technical planning expertise and a passion for building trusted client relationships. This is a key role with direct impact on the firm’s continued growth and ability to deliver high-touch, tailored guidance.

Responsibilities:

• Serve as the primary advisor for a select group of client relationships
• Develop and implement holistic financial plans across retirement, investment, tax, estate, and risk management needs
• Conduct in-depth discovery meetings and ongoing reviews with clients
• Collaborate with our investment, compliance, and operations teams to deliver a seamless client experience
• Support business development through referrals and strategic relationship-building
• Maintain and demonstrate deep knowledge of current financial planning trends, regulations, and best practices

Qualifications:

• 5+ years of experience in wealth management or financial planning
• Strong interpersonal skills with a consultative approach to client service
• Proficient in financial planning software and CRM tools (Moneytree and Wealthbox)
• Entrepreneurial mindset with high ethical standards and a commitment to fiduciary responsibility

Why Join Vantage Wealth:

• Work with an experienced, collaborative team in a values-driven culture
• Focus on client impact rather than product sales
• Competitive compensation, benefits, and professional development support

To Apply:

Please submit your resume and a brief cover letter outlining your interest and experience via LinkedIn or email us at [e-mail].

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Investment Management

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