Top 105 wealth management advisor Jobs in pasadena ca

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
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 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
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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 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
Financial Advisor Senior
City National Bank —Beverly Hills, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
18h
Financial Advisor Senior
City National Bank —Los Angeles, CA
- $90,000 - $100,000 a year
- Office
- 3 years
- Business development
- Health insurance
- Dental insurance
18h
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
Wealth Manager
Sagient —Beverly Hills, CA
- $200,000 - $500,000 a year
- Full-time
- Bachelor's degree
- Senior level
- Health insurance
Quick Apply
Financial Advisor
WestPac —Downey, CA
- Full-time
- Mid-level
- Business development
- Bachelor's degree
- Health savings account
- Health insurance
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
Associate Advisor/ Wealth Planner
Signature Estate & Investment Advisors, LLC —Pasadena, CA
- Full-time
- Microsoft Outlook
- Word processing
- Writing skills
Quick Apply
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
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
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles
Goldman Sachs —Los Angeles, CA
- $60,000 - $125,000 a year
- Office
- Bachelor's degree
- Organizational skills
- Disability insurance
- Health insurance
Associate Client Advisor
Bessemer Trust Company, N.A. —Los Angeles, CA
- $80,000 - $100,000 a year
- Hybrid work
- Research
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Custom Models Consultant
Capital Group Companies —Los Angeles, CA
- $179,273 - $286,837 a year
- Full-time
- Business development
- Travel
- Senior level
- Benefits from day one
- Retirement plan
2d
Financial Advisor - Los Angeles
Lenox Advisors —Los Angeles, CA
- $100,000 - $1,000,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Bachelor's degree
Quick Apply
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

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wealth management advisor jobs near pasadena ca

Lenox Advisors - Financial Advisor

Lenox Advisors -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$75,000 - $100,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Estate planning needs analysis
Customer communication
Financial sales
Customer relationship building
Referral-based lead generation
Investment management advisory services
Military
Identifying new business opportunities
Sales referrals
Mid-level
Estate planning advisory services
Business development
Bachelor's degree
Client retention
Investment client management
Risk management
Financial goal setting advisory services
Business development within finance
Client acquisition
Insurance for risk management
Client referrals
Insurance sales
Estate planning
Retirement planning advisory services
Communication skills
Sales follow-up
Consultative selling
Senior leadership
Closing sales

Full Job Description

Financial Advisor

Overview

Who we are:

Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business.

With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc.

Responsibilities

What you’ll be doing:

Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations.
Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice and complete sales.
Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends.
Network regularly with existing clients and referrals to build relationships and gain referral business.
Be your clients’ main point of contact and accountable for responding to their questions and concerns.
Be part of a broader team all working together to build client loyalty through a “one team” approach.

Qualifications

What we’re looking for:

The Lenox brand represents a caring, creative, and passionate family of professionals. It’s important that your values align to ours – trust, teamwork, and accountability.
Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs.
A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals.
Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in language that clients understand.
Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in:
Sales, business development, or relationship management
Executive leadership
Former athletes
Military background
You’re results-driven, highly motivated, self-starter

Bachelor's degree and/or career changer
Obtain, with training, State Variable Life & Health License and FINRA licensing including the SIE, Series 7 and Series 66

Job Type: Full-time

Pay: $75,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Retirement plan
Vision insurance

Compensation Package:

Bonus opportunities
Commission pay

Work Location: In person

Quick Apply

Refine Your Search

wealth management advisor jobs in pasadena ca

Lenox Advisors - Financial Advisor

Financial Consultant - Wealth Management

Financial Services Representative

Financial Planning Associate

Financial Advisor

Financial Advisor

Financial Advisor Senior

Financial Advisor Senior

Financial Professional

Wealth Manager

Financial Advisor

Senior Private Wealth Advisor - Practice Lead

Associate Advisor/ Wealth Planner

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

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

Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Senior Analyst - Los Angeles

Associate Client Advisor

Custom Models Consultant

Financial Advisor - Los Angeles

Financial Planner (Los Angeles, CA)

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