Wealth Strategist

Jobot; Los Angeles (CA); On-site; USD 150,000 - 175,000; Full time

Benefits offered by this job

Competitive base salary

Bonus & options

Benefits package

Flexible schedules

Career growth

Team activities

Job summary

Jobot is a top wealth management firm seeking a Wealth Strategist/Advisor to serve high-net-worth families with a personalized, relationship-driven approach. The role offers a competitive base salary and a comprehensive benefits package, with opportunities for growth and flexible work arrangements.

Ideal candidates have 3+ years’ experience (preferably with an RIA) and a CFP designation, with a track record of leading client relationships.

Qualifications

• 3+ years of work experience (preferably with an RIA).
• CFP designation is required or preferred.
• Led client relationships in previous role.

Skills

Client relationship management

Wealth management experience

Education

CFP designation

Job description

Top Wealth Management Firm | Wealth Strategist / Advisor

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

Equal Opportunities Statement

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.

Background Check

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.