Top 90 Cfp Jobs in Pasadena, Ca

Wealth Manager
LourdMurray —Los Angeles, CA
- $85,000 - $145,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Office
- Health savings account
- Health insurance
Quick Apply
14d
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
Wealth Advisor, Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $120,000 - $174,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid parental leave
- Employee stock purchase plan
1d
Wealth Advisor
Boutique Recruiting —Pasadena, CA
- $100,000 - $150,000 a year
- 5 years
- Business development
- Bachelor's degree
- Paid time off
Quick Apply
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab —Los Angeles, CA
- $168,000 - $228,000 a year
- Hybrid work
- Office
- Bachelor's degree
- Senior level
- Paid parental leave
- Employee stock purchase plan
1d
Wealth Planner
Cerity Partners —Pasadena, CA
- $85,000 - $125,000 a year
- Email
- Hybrid work
- Mid-level
- Bachelor's degree
- Quality control
- Commuter assistance
- Dental insurance
Wealth Management Advisor - Pasadena, CA
TIAA —Pasadena, CA
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
9d
Custom Models Consultant
Capital Group Companies —Los Angeles, CA
- $179,273 - $286,837 a year
- Full-time
- Business development
- Travel
- Senior level
- Health insurance
- Benefits from day one
Wealth Management Associate
Equitable Advisors LLC —Los Angeles, CA
- $38,550 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
Quick Apply
Junior Financial Advisor
The Pacific Goup —Los Angeles, CA
- From $90,000 a year
- Full-time
- Hybrid work
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health insurance
- Dental insurance
Quick Apply
12d
VP, Financial Consultant- Pasadena, CA
Charles Schwab —Pasadena, CA
- $75,000 - $120,000 a year
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
13d
Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside
Trajan Wealth —Los Angeles, CA
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 3 years
- Presentation skills
- Bachelor's degree
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor - West San Gabriel Valley
Bank of America —Alhambra, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level
Associate Advisor/ Wealth Planner
Signature Estate & Investment Advisors, LLC —Pasadena, CA
- Full-time
- Microsoft Outlook
- Word processing
- Writing skills
Quick Apply
PWM Private Wealth Advisor
U.S. Bank National Association —Pasadena, CA
- $159,970 - $207,020 a year
- Hybrid work
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
Wealth Advisor
Cerity Partners —Pasadena, CA
- $110,000 - $165,000 a year
- Email
- Hybrid work
- 7 years
- Microsoft Outlook
- CPA
- Commuter assistance
- Dental insurance
Financial Planner (Los Angeles, CA)
Mercer Advisors —Los Angeles, CA
- $81,600 - $96,000 a year
- Monday to Friday
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health savings account
Quick Apply
Financial Consultant - Century City, CA
Fidelity Investments —Los Angeles, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Office
- Mentoring
- Loan repayment program
- Tuition reimbursement
14d
Wealth Management Associate - Retirement Benefits Group
Equitable Advisors —Los Angeles, CA
- $24,000 a year
- Mid-level
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)
JPMorganChase —Northridge, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement

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cfp jobs near pasadena, ca

Wealth Manager

LourdMurray
Los Angeles, CA

Quick Apply

Job Details

Full-time
$85,000 - $145,000 a year
14 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

CFP
Bachelor's degree

Full Job Description

The Wealth Manager is a vital collaborative role within our wealth solutions team. Working closely with our Wealth Advisors and Senior Wealth Managers, the Wealth Manager will be tasked with meaningfully impacting clients’ financial standing by creating tailored financial solutions based upon their distinctive facts and circumstances. As a valuable internal and external partner, the Wealth Manager is tasked with identifying planning issues and opportunities and channeling them upwards to the senior members of the team. The successful candidate will join an established wealth management and financial planning team providing independent advice and customized service to clients.

This is currently a hybrid role. The selected colleague will work at our Los Angeles office four days per week with the remainder worked remotely. Our hybrid model is being evaluated by management and subject to change.

Our focus on employee growth and development, combined with your ambition, will equip you with the experience and knowledge needed for success in this role.

COMPENSATION

$85,000 - $145,000 annually, + discretionary annual bonus

RESPONSIBILITIES

· Identifies planning opportunities and coordinates on the delivery of solutions for a comprehensive wealth management strategy to clients and and/or their advisers.

· Will directly contribute to client meeting preparation, development of financial plans, and meeting follow-up communications efforts.

· Collaborate with external parties and internal departments to provide seamless execution of plan designs including but not limited to onboarding, implementation, and general account maintenance.

· Works with the client services and portfolio operations team in supporting the client needs.

· Special projects as assigned.

SKILLS/EXPERIENCE

· 5+ years of related industry experience: wealth management, financial planning for high-net-worth clients.

· Strong interpersonal skills: the ability to communicate effectively with executives, wealthy individuals, and family office-type clients.

· Strong organizational skills: the ability to multi-task without sacrificing accuracy or quality.

· Familiarity with eMoney or similar portfolio accounting systems.

· Proficiency in Microsoft Office, CRM (Salesforce), and other task management applications.

QUALIFICATIONS

· CERTIFIED FINANCIAL PLANNER (CFP®) designation.

· Bachelor’s degree (MBA is a plus).

· A general understanding of personal tax issues.

· Thorough, attentive to the details, and accountable to deadlines and clients.

· Entrepreneurial-minded: a self-starter who excels in a fast-paced, dynamic environment.

ABOUT LOURDMURRAY

Founded in 2006, LourdMurray is a boutique, fee-only wealth manager that specializes in serving the complex needs of business leaders, artists, entertainers, athletes and other extra ordinary individuals and their families. Our deep experience working with such accomplished people gives us an intimate understanding of the unusual financial challenges they face. We provide simplicity for their lives by helping them make more informed, confident, financial decisions so they can continue to pursue their passions.

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

Pay: $85,000.00 - $145,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Professional development assistance
Vision insurance

Work Location: Hybrid remote in Los Angeles, CA 90024

Quick Apply

Refine Your Search

cfp jobs in pasadena, ca

Wealth Manager

Financial Services Management Trainee/ Southern California Applicants Only

Wealth Advisor, Schwab Wealth Advisory

Wealth Advisor

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Wealth Planner

Wealth Management Advisor - Pasadena, CA

Custom Models Consultant

Wealth Management Associate

Junior Financial Advisor

VP, Financial Consultant- Pasadena, CA

Fiduciary Advisor - Los Angeles Metro - 100K Base + Uncapped Performance-Based Upside

Financial Solutions Advisor - West San Gabriel Valley

Associate Advisor/ Wealth Planner

PWM Private Wealth Advisor

Wealth Advisor

Financial Planner (Los Angeles, CA)

Financial Consultant - Century City, CA

Wealth Management Associate - Retirement Benefits Group

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)

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