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Wealth Strategist & Client Leader
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-01-24
Listing for:
Athletewealth
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial planning firm in Pasadena seeks an experienced Wealth Strategist to lead client engagements and manage complex financial planning tasks. The ideal candidate will have a Bachelor's Degree and Series 65 certification, along with 3-5 years of experience in financial planning. Strong project management and leadership skills are essential. This role emphasizes responsiveness and innovation in serving clients.
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