Top 173 Wealth manager Jobs in Pasadena, Ca

Financial Consultant - Wealth Management
TYWL Wealth Advisors LLC —San Gabriel, CA
- $80,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Paid time off
Quick Apply
1d
Financial Planning Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $75,000 - $95,000 a year
- Full-time
- Hybrid work
- Background check
- 5 years
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual - The Beer Financial Group —Santa Monica, CA
- $70,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- 3 years
- Health savings account
- Health insurance
Quick Apply
Financial Services Representative
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Sales
- Customer service
- No experience needed
- Profit sharing
- Paid training
Quick Apply
Financial Advisor
New York Life —Glendale, CA
- $55,000.00 - $126,775.01 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Premier Relationship Manager
East West Bank —San Marino, CA
- $71,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market
Bank of America —Pasadena, CA
- $80,000 - $90,000 a year
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
6d
Financial Advisor Senior
City National Bank —Beverly Hills, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
1d
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Lenox Advisors - Financial Advisor
Lenox Advisors —Los Angeles, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Insurance Operations Associate
Northwestern Mutual - Los Angeles —Los Angeles, CA
- $70,000 - $110,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
14d
Financial Advisor Senior
City National Bank —Los Angeles, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
1d
Wealth Management Trainee (CA)
Bankers Life —Los Angeles, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Compliance Specialist Senior Wealth Management
City National Bank —Los Angeles, CA
- $85,000 - $145,000 a year
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Health insurance
- Dental insurance
3d
Wealth Management Trainee (CA)
Bankers Life —Brea, CA
- $80,000 - $100,000 a year
- Full-time
- Entry level
Quick Apply
Senior Private Wealth Advisor - Practice Lead
Empower —Los Angeles, CA
- $125,400 - $181,875 a year
- Remote
- Management
- Bachelor's degree
- Travel
- Paid parental leave
- Paid holidays
2d
Financial Services Representative
The Hire Agency Inc. —California
- $4,200 - $15,000 a month
- Choose your own hours
- Remote
- Sales
- Mid-level
- Finance
- Professional development assistance
- Flexible schedule
Quick Apply
Wealth Advisor - California
Zions Bancorporation —Los Angeles, CA
- $75,000 - $125,000 a year
- Analysis skills
- Bachelor's degree
- Computer skills
- Profit sharing
- Paid training
Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Los Angeles
Goldman Sachs —Los Angeles, CA
- $75,000 - $160,000 a year
- Full-time
- Research
- Office
- 3 years
- Disability insurance
- Health insurance
Investment Grade CorporateTrader
Franklin Templeton Investments —Pasadena, CA
- $135,000 - $165,000 a year
- Full-time
- Microsoft Excel
- Research
- Mid-level

I want to receive the latest job alert for wealth manager in pasadena, ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth manager jobs near pasadena, ca

Financial Consultant - Wealth Management

TYWL Wealth Advisors LLC
San Gabriel, CA

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year
1 day ago

Benefits

Health insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial sales
Series 66
Research
Series 7
Bachelor's degree
FINRA License
Practicing in the securities industry

Full Job Description

Overview
Join our dynamic team as a Financial Consultant specializing in Wealth Management, where you will play a pivotal role in guiding clients toward achieving their financial goals through comprehensive planning and personalized investment strategies. This energetic position offers the opportunity to leverage your expertise in financial concepts, estate planning, and investment management to make a meaningful impact on clients’ financial futures. You will work closely with clients to develop tailored solutions that encompass tax efficiency, estate transfer, and asset growth, all while fostering long-term relationships built on trust and excellence.

Duties

Conduct thorough financial assessments to understand clients’ current financial status, goals, and risk tolerance.
Develop customized wealth management plans incorporating estate planning, tax strategies, and investment management techniques.
Provide expert advice on securities law, wills, trusts, and estate law to ensure legal compliance and optimal estate transfer strategies.
Assist clients with financial sales by presenting suitable products and services that align with their objectives.
Perform detailed financial analysis using advanced financial software to evaluate investment opportunities and portfolio performance.
Manage client portfolios by monitoring market trends, adjusting strategies, and ensuring alignment with clients’ long-term goals.
Educate clients on financial concepts such as cash management, accounting principles, and technical accounting practices to enhance their understanding of their investments.

Experience

Proven experience in financial services with a focus on wealth management or private banking.
Strong knowledge of estate planning, wills, trusts & estate law, and tax experience related to asset transfer and inheritance.
Demonstrated ability in financial analysis, research, and the use of financial software tools for portfolio management.
Familiarity with securities law, public accounting standards, corporate accounting practices, and asset management principles.
Excellent customer relationship management skills with a track record of building lasting client partnerships through effective communication and trust.
Background in sales within financial services or related industries is highly desirable.
Technical expertise in banking operations, cash management solutions, and investment management strategies is preferred. Embark on a rewarding career where your expertise fuels client success! We are committed to supporting your professional growth by providing opportunities to deepen your knowledge of financial concepts while making a tangible difference in clients’ lives through innovative wealth management solutions.
Bachelor's degree in finance, accounting, or a related field.
Financial licenses/state registration as required (FINRA Series 7 and 66) a plus but not required.
Professional certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus but not required.

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k) matching
Health insurance
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

wealth manager jobs in pasadena, ca

Financial Consultant - Wealth Management

Financial Planning Associate

Financial Advisor

Financial Services Representative

Financial Advisor

Premier Relationship Manager

Merrill Advisor Development Program - Financial Advisor: Pasadena Central Valley Market

Financial Advisor Senior

Financial Advisor

Lenox Advisors - Financial Advisor

Insurance Operations Associate

Financial Advisor Senior

Wealth Management Trainee (CA)

Compliance Specialist Senior Wealth Management

Wealth Management Trainee (CA)

Senior Private Wealth Advisor - Practice Lead

Financial Services Representative

Wealth Advisor - California

Asset & Wealth Management, Private Wealth Management, Business Development Professional, Associate - Los Angeles

Investment Grade CorporateTrader

I want to receive the latest job alert for wealth manager in pasadena, ca

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected