Top 3142 Asset manager Jobs in Arcadia, Ca

Relationship Manager and Financial Planner
Pasadena Private Wealth —Pasadena, CA
- $100,000 - $175,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
6d
Marketing Generalist
Leftbank Art —La Mirada, CA
- $80,000 - $90,000 a year
- Full-time
- Marketing
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
10d
Leasing Manager
GHP Management —Los Angeles, CA
- $87,000 - $93,000 a year
- Full-time
- Background check
- Mid-level
- Ability to climb stairs
- AD&D insurance
- Health insurance
Quick Apply
2d
Wholesale Branch Manager
Confidential Jobs_PP —Anaheim, CA
- $120,000 - $130,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Profit sharing
Quick Apply
CFT Assistant Property Manager
Cherng Family Trust —Pasadena, CA
- $72,500 - $101,500 a year
- Email
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
- AD&D insurance
- Disability insurance
Quick Apply
2d
Property Manager (CRE)
Cushman & Wakefield —Los Angeles, CA
- $93,500 - $110,000 a year
- Full-time
- Mid-level
- Office
- Real Estate License
- Health savings account
- Disability insurance
Quick Apply
6d
Property Manager
Cushman & Wakefield —Los Angeles, CA
- $93,500 - $110,000 a year
- Full-time
- Mid-level
- Office
- Real Estate License
- Health savings account
- Disability insurance
Quick Apply
Regional Manager-Los Angeles, California
Mill Creek Residential —Los Angeles, CA
- Microsoft Word
- Hospitality
- Microsoft Excel
- AD&D insurance
- Disability insurance
Asset Manager
Housing Authority City of Los Angeles —Los Angeles, CA
- $154,564.80 - $190,112.00 a year
- Full-time
- Writing skills
- 3 years
- Finance
- Disability insurance
- Health insurance
House Manager Required ( Los Angeles, California)
Lily Pond Services —Los Angeles, CA
- Weekends as needed
- Serving
- Medication administration
- Inventory management
- Dental insurance
- 401(k)
Assistant Manager
Ralph Lauren —Los Angeles, CA
- $75,000 - $115,000 a year
- Full-time
- Microsoft Outlook
- Ability to walk for extended periods
- Merchandising
Digital Asset Manager
FAM Brands —Los Angeles, CA
- $80,000 - $90,000 a year
- Mid-level
- Office
- 4 years
Quick Apply
National Sales Manager
Pasadena Convention and Visitors Bureau —Pasadena, CA
- $105,000 - $130,000 a year
- Weekends as needed
- Microsoft Outlook
- 5 years
- Writing skills
- Health insurance
- Dental insurance
Quick Apply
10d
Learner Engagement Manager - Academic Programs
InStride —Los Angeles, CA
- $100,000 - $115,000 a year
- Remote
- 5 years
- Mid-level
- Continuous improvement
- Health insurance
- Tuition reimbursement
Quick Apply
Document Services Unit Manager
The Metropolitan Water District of Southern California —Los Angeles, CA
- $183,248 - $239,595 a year
- 8 hour shift
- Hybrid work
- Office
- US work authorization
- Senior level
- Health insurance
- Dental insurance
Manager, Asset Restoration
Sony Pictures Entertainment Inc. —Culver City, CA
- $93,000 - $121,000 a year
- Full-time
- Hybrid work
- 5 years
- Computer literacy
- Master's degree
Relationship Manager II - Business Credit
PNC Financial Services Group —Pasadena, CA
- $134,400 - $249,600 a year
- Full-time
- 5 years
- Mid-level
- Office
- Wellness program
- Health savings account
Manager, A&R - AWAL
Sony Music Entertainment Canada —Los Angeles, CA
- $75,000 - $85,000 a year
- Management
- Mid-level
- Office
- Disability insurance
- Health insurance
Portfolio Manager
East West Bank —Pasadena, CA
- $90,000 - $115,000 a year
- Full-time
- Writing skills
- Research
- Mid-level
- Opportunities for advancement
Relationship Manager (Walnut Creek, CA)
Mercer Advisors —Walnut, CA
- $80,750 - $95,000 a year
- Monday to Friday
- Hybrid work
- Mid-level
- Office
- Business development
- Paid parental leave
- Health savings account
Quick Apply

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asset manager jobs near arcadia, ca

Relationship Manager and Financial Planner

Pasadena Private Wealth
Pasadena, CA

Quick Apply

Job Details

Full-time
$100,000 - $175,000 a year
6 days ago

Benefits

Health insurance
Dental insurance
401(k)
Flexible spending account
Matching gift program
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance
Retirement plan

Qualifications

Customer relationship building
CFP
Customer relationship management
Cash management
Experience practicing in the securities industry
Financial data analysis tools
Estate planning
Technical Proficiency

Full Job Description

Overview

Join our dynamic team as a Relationship Manager and Financial Planner, where you will play a pivotal role in guiding clients through their financial journeys with confidence and clarity. This position offers an exciting opportunity to build meaningful relationships, deliver tailored financial solutions, and help clients achieve their wealth management goals. You will leverage your expertise in financial planning, investment management, and industry regulations to provide comprehensive advice that empowers clients to make informed decisions. We are committed to fostering a vibrant, supportive environment that encourages professional growth and excellence.

Responsibilities

Develop and maintain strong, trust-based relationships with clients by understanding their financial goals, risk tolerance, and personal circumstances.
Provide expert financial planning advice covering estate planning, tax strategies, wills, trusts, and estate law to optimize client outcomes.
Design and implement customized investment strategies aligned with client objectives, utilizing your knowledge of securities law, financial markets, and asset management.
Conduct thorough financial analysis using advanced software tools to evaluate client portfolios, cash flow, and compliance with industry regulations.
Stay current on industry trends, financial regulations, and product offerings to deliver relevant solutions that meet evolving client needs.
Educate clients on various financial concepts such as securities law compliance, wealth management techniques, and banking services options.
Collaborate with cross-functional teams to ensure seamless delivery of investment advisory services and ongoing client support.

Qualifications

Proven experience practicing in the wealth management industry
Extensive knowledge of estate planning, wills, trusts & estate law, tax experience, and wealth management principles.
Proficiency in financial analysis software, specifically E-Money, and technical accounting tools used for asset management and research purposes.
Strong client relationship management skills with the ability to communicate complex financial concepts clearly and effectively.
Certified Financial Planner designation is required. Series 65 registration is preferred.
Solid foundation in financial concepts including cash management, corporate accounting, public accounting practices, and industry knowledge of financial markets.
Bachelors Degree

Embark on a rewarding career where your expertise makes a tangible difference in clients’ lives! We value energetic professionals who are passionate about delivering exceptional service while continuously expanding their industry knowledge. Join us to help shape the future of personalized financial planning!

Pay: $100,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Life insurance
Matching gift program
Paid time off
Parental leave
Professional development assistance
Retirement plan
Tuition reimbursement
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

asset manager jobs in arcadia, ca

Relationship Manager and Financial Planner

Marketing Generalist

Leasing Manager

Wholesale Branch Manager

CFT Assistant Property Manager

Property Manager (CRE)

Property Manager

Regional Manager-Los Angeles, California

Asset Manager

House Manager Required ( Los Angeles, California)

Assistant Manager

Digital Asset Manager

National Sales Manager

Learner Engagement Manager - Academic Programs

Document Services Unit Manager

Manager, Asset Restoration

Relationship Manager II - Business Credit

Manager, A&R - AWAL

Portfolio Manager

Relationship Manager (Walnut Creek, CA)

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