Wealth Strategist
$150k - $175kLeoForce
Wealth Strategist Job Description Experience: Senior Level Salary: $150,000 - $175,000 per year Job Details 3+ years of work experience (preferably with an RIA) CFP designation Led client relationships in previous role A bit about us We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning to a select group of successful individuals and families. We have built an outstanding reputation for exceptional client service, innovation, and long-term thinking. As a growing firm, we are committed not only to delivering excellence to our clients but also to fostering a collaborative, people-first culture where our team has the opportunity to grow both personally and professionally. If you’re ready to level up your career and work with some of the most fascinating clients in the world, read on Why join us? Do you want to work with some of the nations best Clients AND enjoy time at home w/ family? We do too! Meaningful Work! Competitive Base Salary! Competitive Bonus and Options Package! Complete Benefits Package! Flexible Work Schedules! Accelerated Career Growth! Fun Company Activities!
- accounting-finance #wealth-planning #wealth #wealth-management-focus #wealth-management #awm #tier2
- J-18808-Ljbffr LeoForce
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategist in Pasadena, CA vacancy
$150k - $175k
...Wealth Strategist $150,000 - $175,000 Phoenix, AZ Top Wealth Management Firm | Wealth Strategist / Advisor Jobot Pro: Josh Forth A bit about us: We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized...SuggestedWork experience placementWork at officeLocal areaFlexible hours- Welth Strtegist t WM focses on commnicting with clients n responing to their nees by collborting effectively with ll members of the firm to provie the highest level of qlity n excellence for or clients. bot WM Cpitl WM exists to serve or clients within comprehensive...SuggestedWork at office
AWM Capital
Pasadena, CA5 days ago - About Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most ...SuggestedFull timeWork experience placementLocal areaFlexible hours
$121.9k - $262.1k
...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. About The Role The Senior Wealth Strategist serves as the primary...SuggestedBank staffShift workFifth Third Bancorp
Los Angeles, CA4 days ago- Citi in Glendale, California is seeking a Sr. Analyst in Wealth Relationship Management SAFE Act, a seasoned professional who builds affluent client relationships and coordinates across teams to deliver comprehensive financial solutions. The role emphasizes high-touch...Suggested
$200k - $225k
...partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.At Northern Trust, our Wealth Strategist position is a key business development sales role to support our growth. Wealth Strategists are responsible for cultivating...Full timeLocal areaFlexible hours- ...supporting Merrill advisors who are interested in addressing their clients' objectives regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key responsibilities include building relationships with advisors, centers of influence, and internal...Work experience placementWork at officeWork from homeShift workDay shift
Bank of America Corporation
Los Angeles, CAmore than 2 months ago $150k - $180k
...client facing side of the Investment organization. Investment Strategists support the firm's regional advisor teams and report to the Sr... ...Knowledge, Skills & Abilities: ~10 years client facing wealth management experience preferred, ideally in an independent wealth...Temporary workWork at officeLocal areaRemote workFlexible hoursMercer Advisors
Los Angeles, CA5 days ago- ...that build trust in modern systems, strengthen data confidence, and accelerate transformation outcomes.We are seeking a Migration Strategist to serve as one of our foremost migration experts—helping clients solve their most complex migration challenges while shaping how...Temporary workLocal area
$98k - $110k
Who You’ll Work WithSlalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps organizations of all kinds redefine what’s possible, give shape to the future—and get there. We focus on high-impact projects, meeting our clients where they...Temporary workLocal area- Savills is an organization full of extraordinary individuals. Brilliant people who are driven to succeed, hungry to remain at the forefront of their specialties, and eager to propel themselves, our clients, and our business forward. We are one of the preeminent commercial...Work experience placement
Savills North America
Los Angeles, CA5 days ago - Riot Games is looking for a Global Influencer Strategist to lead creator strategy for Riftbound, Riot’s physical trading card game.In this role, you will develop and execute influencer programs that introduce players to Riftbound, deepen relationships with creators, and...Local areaFlexible hours
$88k - $124k
Identify and build trusted relationships with key client decision-makers, engaging effectively (often virtually) to understand their business objectives and marketing needs.Analyze customer objectives, financials, and the engaged landscape to develop high-quality agreements...$88k - $124k
Build and manage relationships with clients virtually or face to face by meeting with multiple clients on a daily basis and develop an understanding of their business issues, marketing objectives, and success metrics.Work proactively and cooperatively with internal and ...- ...beverage, alcohol, and RTD, and spills into wellness and lifestyle where the values align. Sun & Sol Co. is hiring a senior Growth Strategist to own new business end-to-end, from relationship-led pipeline building and discovery through proposals, closing, onboarding and...Contract work
- A leading last-mile solutions provider is seeking an experienced Commercial Property Manager to join their Los Angeles team. The ideal candidate will have a strong background in managing commercial properties and must focus on high-traffic public areas for installing parcel...
- Commerce · Turns the numbers into the plan You turn a commerce brand's own numbers into the plan everyone else builds against. The read, the sequence, and the case for it carry your name. Every engagement starts with the same question: where does this brand's growth actually...
$25 - $27.64 per hour
...Job Description Job Description Description: The Placement Strategist is responsible for developing and executing targeted job placement strategies for participants of the Veteran and Spouse Transitional Assistance Grant (VSTAG). The role involves working closely...Hourly payFull timeApprenticeshipWork at officeLocal areaFlexible hoursAfternoon shiftJVS SoCal
South El Monte, CA20 days ago- Southern California Edison is seeking a Regulatory Affairs and Compliance Senior Advisor to lead external regulatory audits and oversee the compliance program. You will coordinate responses to CPUC, OEIS, FERC, NERC, and WECC audits, ensuring regulatory alignment and risk...
Southern California Edison
Rosemead, CA4 days ago - ...Business Strategists are passionate about driving innovation at the intersection of business viability and human-centered design. In this role, you will collaborate with design strategists, engineers, data scientists, experience designers and others to identify new opportunities...Temporary workRemote workFlexible hours
EPAM Systems Inc
Los Angeles, CA1 day ago $159.6k - $296.4k
...our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Los Angeles, CA. The position can be located in either the Downtown...Full timeTemporary workPart timeWork experience placementWork at officePNC
Los Angeles, CA10 hours ago- The USC University Relations department in Los Angeles is seeking a Senior Communications Specialist to shape and tell the unit’s impact across web, print, and social media. You will write, edit, and optimize content, translate complex topics into clear messages, and collaborate...
University of Southern California
Los Angeles, CA2 days ago - ...mastery and personal achievement systems. We are seeking a highly skilled Sales Workshop Leader to join our Peak Performance Strategist (FSR) field sales team. In this role, you become the face of the Tony Robbins brand across the U.S. In this role, selling Tony's...Odd jobLive inWorldwide
$100.67k - $134.06k
A leading manufacturing company in South El Monte is seeking a Sr. Contracts Administrator to manage contract administration and negotiation processes. The chosen candidate will serve as the primary point of contact for contractual matters and ensure compliance with relevant...Contract work$81.12k - $133.01k
The University of Southern California seeks a Senior Media Relations Specialist responsible for developing communications strategies for health initiatives and clinical research. The role requires cultivating media relationships and writing press releases and social media...$130k - $140k
...creativity. Communication is the key to collaboration. Rome took time. Co-founders mindset Smiling is contagious. Purpose As a Senior Strategist, Marketing at Invisible Dynamics, you will play a critical role in shaping marketing and campaign strategies for aspirational...Work at officeRemote workWork from homeMonday to ThursdayShift workAfternoon shift- The California Endowment is seeking a Senior Manager, Internal Communications in a hybrid role based in Los Angeles, CA. The position focuses on day-to-day management of internal communications to keep staff informed, engaged, and aligned with our mission and priorities...
- Pfizer is seeking a Senior Oncology Account Specialist to promote its oncology portfolio to healthcare providers and specialists. The role involves educating the healthcare community on proper product use, calling on accounts to enhance patient experience and care, and ...
$150k
Senior Lifestyle Strategist WeHo, Los Angeles, USA Compensation: $150,000 OTE ($100k base + $50k Uncapped Bonus with up to 2x Booster First-Year Earnings Tied to Performance) Meaningful early equity Intra-US relocation package available About Aurora Aurora is the AI...Full timeWork at officeLocal areaRemote workRelocation packageFlexible hours- ServiceNow is seeking a Source-to-Pay Solution Consultant to shape sales strategies, identify customer challenges, and craft compelling value propositions for our platform. You will lead from the front, develop enablement programs for the sales team, and establish yourself...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategist. Be the first to apply!
