Senior Wealth Strategist - HNW Planning & Client Leadership

LeoForce; Pasadena (CA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Bonus & stock options

Full benefits

Flexible schedules

Career growth

Team activities

Job summary

LeoForce is seeking a Wealth Strategist in the United States (California). This senior role requires a CFP designation and 3+ years in wealth management, ideally with an RIA, to lead client relationships and deliver comprehensive wealth planning.

The role offers a base salary of $150,000–$175,000 with a competitive bonus and benefits package. You will manage relationships with high-net-worth clients, coordinate investment, tax, and estate planning needs, and collaborate with cross‑functional

Qualifications

• 3+ years of work experience in a wealth management/RIAs environment.
• CFP designation is required.
• Led client relationships in previous role.

Responsibilities

• Manage and grow relationships with high-net-worth clients.
• Provide guidance on investment management, tax strategy, and estate planning as part of a holistic wealth plan.
• Collaborate with teams to deliver personalized财富 management services.

Skills

Relationship management

Wealth planning

Education

CFP designation

Job description

LeoForce is seeking a Wealth Strategist in the United States (California). This senior role requires a CFP designation and 3+ years in wealth management, ideally with an RIA, to lead client relationships and deliver comprehensive wealth planning.

The role offers a base salary of $150,000–$175,000 with a competitive bonus and benefits package. You will manage relationships with high-net-worth clients, coordinate investment, tax, and estate planning needs, and collaborate with cross‑functional