Wealth Strategist

LeoForce

Pasadena (CA)

On-site

USD 150,000 - 175,000

Full time

32 hours ago

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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

Wealth Strategist

Job Description

Experience: Senior Level

Salary: $150,000 - $175,000 per year

Job Details

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

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!