Top 341 financial advisor Jobs in pasadena ca

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 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 Solutions Professional – Fortune 100 Training & Growth
New York Life Insurance Company —Pasadena, CA
- $75,000 - $250,000 a year
- Full-time
- Hybrid work
- Communication skills
- Entry level
- Disability insurance
- Health insurance
Quick Apply
1d
Financial Services Executive Fast Track to Management
New York Life —Glendale, CA
- $85,000 - $260,000 a year
- Weekends as needed
- Hybrid work
- Background check
- Sales
- Customer service
- Paid training
- Health savings account
Quick Apply
Financial Advisor - Greater Los Angeles and Surrounding area
Thrivent —Los Angeles, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Professional
New York Life —Glendale, CA
- $87,429 - $104,245 a year
- Full-time
- Hybrid work
- Office
- Entry level
- Health savings account
- Health insurance
Quick Apply
Financial Advisor Assistant
FIREFIGHTERS FIRST CREDIT UNION —Pasadena, CA
- $53,873 - $59,859 a year
- Urgently hiring
- Office
- High school diploma or GED
- Entry level
- AD&D insurance
- Paid holidays
Quick Apply
Financial Advisor
Wescom Credit Union —Pasadena, CA
- $70,304 - $115,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
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
5d
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
Personal Lines Senior Account Executive - HNW
Litmus Holdings, Inc. —Manhattan Beach, CA
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Bachelor's degree
- Senior level
- Health insurance
- 401(k)
Financial Advisor
Edward Jones —Burbank, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
12d
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 Advisor
Edward Jones —Los Angeles, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
12d
Financial Advisor - Orange County
Thrivent —Buena Park, CA
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Financial Professional
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Entry level
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor
Taos Global Group Inc —San Gabriel, CA
- $20,000 - $60,000 a year
- Bilingual
- Bachelor's degree
- In-person
Quick Apply
Financial Advisor
New York Life —Glendale, CA
- $65,358 - $150,685 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- 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

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financial advisor jobs near pasadena ca

Financial Planning Associate

Northwestern Mutual - Los Angeles -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$75,000 - $95,000 a year

Benefits

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

Qualifications

Investment
Teamwork
CFP
Bachelor's degree
Attention to detail

Full Job Description

Financial Planning Associate

Location: Downtown Los Angeles (in-office; hybrid 3 days/week) Company: Sage Capital Wealth Management & Insurance Solutions (under the Northwestern Mutual umbrella)

Our mission is to help clients articulate a clear financial plan and serve as their strategic partner to achieve their goals in the most efficient way possible. As a team, we commit to excellence, integrity, growth, and efficiency to deliver the best client experience.

Role Summary: We are seeking a Financial Planning Associate to operate as a “second chair” to our Wealth Management Advisor across planning and investments and help manage workflow and deliverables for the team. This role supports end-to-end plan creation, investment implementation, workflow management, and delivery of client-ready materials.

Key Responsibilities

Financial plan construction and updates
Create, finalize, and quality-check comprehensive financial plans (PX plans) for new and existing clients; ensure recommendations align with our planning visuals and client goals.
Integrate multiple planning areas into cohesive timelines and action steps: investments; retirement accumulation and income/distribution; estate planning concepts; risk management (life, disability, long-term care); cash flow and asset/liability management; tax implications; education funding; major purchases; business planning.
Client engagement (second chair)
Attend some client meetings (not primary client-facing), take notes, present portions of deliverables, and explain product/recommendation rationale in clear, client-friendly language.
Prepare advisor in advance with concise planning and investment updates.
Investments and qualified plans
Apply our investment philosophy to recommend and place clients into appropriate models; create/update investment proposals.
Support qualified plan management for existing clients; prepare 401(k) proposals and related plan deliverables.
Workflow and operations
Oversee case progression across the team: direct tasks related to opening accounts, submitting applications, and ensuring accurate documentation.
Build, refine, and deliver high-quality planning materials and visuals; ensure all client data is captured and tracked in the CRM.
Collaboration and continuous improvement
Partner with the President/Wealth Management Advisor and team to enhance client experience, improve processes, and optimize financial outcomes.

Qualifications

Bachelor’s degree required.
CFP designation preferred
Investment proficiency required: FINRA SIE, Series 7 and 63 (or comparable) OR 5+ years of hands-on financial planning experience within the industry.
Demonstrated experience building comprehensive financial plans and supporting investment implementation.
Strong attention to detail, high follow-through, and ability to manage multiple priorities.
Clear written and verbal communication skills; ability to present complex concepts simply.
Collaborative, client-focused mindset aligned with our values of excellence, integrity, growth, and efficiency.
Ability to be in our Downtown Los Angeles office at least three days per week.

Compensation

Base salary: $75,000–$95,000, commensurate with experience and credentials.
Typical ranges: CFP $90,000–$95,000; investment-licensed (non-CFP) $75,000–$85,000.

Equal Opportunity Sage Capital Wealth Management & Insurance Solutions is an equal opportunity employer. We value diversity and are committed to creating an inclusive environment for all team members.

Job Type: Full-time

Pay: $75,000.00 - $95,000.00 per year

Benefits:

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

Education:

Bachelor's (Required)

Experience:

Financial Planning: 5 years (Required)

License/Certification:

CA Life & Health Insurance License (Preferred)
SIE, Series 6 or7, and Series 63 or 66 (Preferred)

Ability to Relocate:

Los Angeles, CA 90071: Relocate before starting work (Required)

Work Location: Hybrid remote in Los Angeles, CA 90071

Quick Apply

Refine Your Search

financial advisor jobs in pasadena ca

Financial Planning Associate

Financial Consultant - Wealth Management

Financial Solutions Professional – Fortune 100 Training & Growth

Financial Services Executive Fast Track to Management

Financial Advisor - Greater Los Angeles and Surrounding area

Financial Professional

Financial Advisor Assistant

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Premier Relationship Manager

Personal Lines Senior Account Executive - HNW

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