Wealth Strategist

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

Job summary

Jobot is seeking a Wealth Strategist/Advisor in California to serve high-net-worth families with personalized strategies. The role emphasizes building and maintaining strong client relationships, delivering comprehensive wealth management guidance, and collaborating across advisory teams.

The ideal candidate has a CFP designation and 3+ years of experience in wealth management, preferably with an RIA, and is prepared to lead client engagements from strategy to execution.

Qualifications

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

Skills

Client relations

Wealth management

Financial planning

Education

CFP designation

Job description

Job details:

Top Wealth Management Firm | Wealth Strategist / Advisor

This Jobot Job is hosted by: Josh Forth

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?

• 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

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.

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