Senior Financial Advisor – Wealth Growth & Client Impact

Thorndale Partners; Pasadena (CA); Presencial; USD 120.000 - 200.000; Jornada completa

Descripción de la vacante

Thorndale Partners in Pasadena, CA seeks an experienced Financial Advisor to join its wealth management team. The role focuses on building client relationships, delivering comprehensive financial planning, and growing assets under management in the Pasadena/Los Angeles area.

Ideal candidates have 5+ years in financial advisory or wealth management and a track record with affluent clients. A transferable book is preferred but not required. The firm offers strong resources and professional growth.

Formación

• 5+ years of financial advisory, wealth management, or financial planning experience.
• Experience with affluent and high-net-worth clients.
• Transferable book of business preferred, but not required.

Responsabilidades

• Develop and maintain long‑term relationships with high‑net‑worth clients.
• Provide comprehensive financial planning and investment guidance.
• Advise on investment management, retirement, estate planning, and tax‑aware strategies.
• Manage and deepen existing client relationships while expanding AUM.
• Generate new client relationships through referrals and professional networks.
• Conduct regular portfolio and financial plan reviews.
• Coordinate with investment, planning, tax, estate, and insurance specialists.
• Maintain high levels of client service and responsiveness.
• Ensure compliance with regulatory and firm requirements.
• Support growth of Pasadena and greater Los Angeles market presence.

Conocimientos

Client relationship management

Business development

Wealth management

Investment planning

Descripción del empleo

Thorndale Partners in Pasadena, CA seeks an experienced Financial Advisor to join its wealth management team. The role focuses on building client relationships, delivering comprehensive financial planning, and growing assets under management in the Pasadena/Los Angeles area.

Ideal candidates have 5+ years in financial advisory or wealth management and a track record with affluent clients. A transferable book is preferred but not required. The firm offers strong resources and professional growth.