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Financial Consultant Financial Advisor

Financial Planning Consultant — Hybrid Client Builder

Job in Pasadena, Los Angeles County, California, 91122, USA
Listing for: Soteria Reinsurance Ltd.
Full Time position
Listed on 2026-01-31
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm in Pasadena, CA is seeking a Planning Consultant to deliver an exceptional planning experience. In this role, you will assist clients in developing personalized financial plans and deepen relationships through consultations and strategic engagement. The ideal candidate has a strong background in financial services, relevant licenses, and a passion for building meaningful client relationships. This position offers competitive compensation and a hybrid work model.
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