Wealth Strategist
$150k - $175kJobot
Wealth Strategist / Advisor 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 Benefits Competitive Base Salary Competitive Bonus and Options Package Complete Benefits Package Flexible Work Schedules Accelerated Career Growth Fun Company Activities EEO Statement Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Strategist in Pasadena, CA vacancy
- ...A Wealth Strategist at AWM focuses on communicating with clients and responding to their needs by collaborating effectively with all members of the firm to provide the highest level of quality and excellence for our clients. About AWM Capital AWM exists to serve...SuggestedWork at office
AWM Capital
Pasadena, CA19 hours ago $150k - $175k
...our easy apply form to send your application to Josh Forth, the Jobot Pro hosting this job. Compensation based on experience. Wealth Strategist $150000 - $175000 per year | Pasadena, CA | On-site | Permanent Top Wealth Management Firm | Wealth Strategist / Advisor A...SuggestedPermanent employmentWork experience placementWork at officeLocal areaFlexible hours$150k - $175k
Overview Wealth Strategist role with a focus on high-net-worth clients within a modern multi-family office. Experience level: Senior. Salary range: $150,000 - $175,000 per year. Responsibilities Lead client relationships and provide tailored wealth management services as...SuggestedWork experience placementWork at officeFlexible hours- 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
...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 wealth strategy expert for high-net-worth and ultra-high-net-worth clients and prospects (generally $...SuggestedBank staffShift workFifth Third Bank, N.A.
Los Angeles, CA3 days ago- ...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...Bank staffShift work
Fifth Third Bancorp
Los Angeles, CA4 days ago - ...Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the Branch. This role delivers advanced financial planning, builds deep client relationships, and coordinates with product specialists to offer holistic solutions. It emphasizes compliant,...
Citigroup Inc
Temple City, CA3 days ago - Citi’s Wealth Relationship Management team in Temple City, CA seeks a Sr. Analyst SAFE Act to deepen affluent client relationships. You will tailor comprehensive banking, credit and investment solutions, guided by product specialists, while maintaining compliant, high‑...
$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- ...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$203.2k - $254k
...engine and agentic infrastructure that powers the next generation of American and allied interests. As a Defense Deployment Strategist, you will be responsible for bridging the gap between cutting-edge AI research and mission-critical production. You will lead the...Full timeContract work$67.5k - $76.5k
...About the Role As a Strategist, you’ll bridge the gap between imagination and data to drive growth for one of the nation’s largest and most innovative wireless telecommunications providers, delivering the right creative at the right time across key digital channels like...Shift workFirewood Marketing, Inc.
Los Angeles, CA1 day ago$67.5k - $76.5k
...candidates via LinkedIn, all applications must be submitted through our official website monks.com/careers. About the Role As a Strategist, you’ll bridge the gap between imagination and data to drive growth for one of the nation’s largest and most innovative wireless...Work at officeShift workMonks Limited
Los Angeles, CA3 days ago$151.25k - $226.87k
Citrix, a business unit of Cloud Software Group is currently looking for Principal Security Technology Strategists to join our team in North America. Citrix (a business unit of Cloud Software Group) is significantly expanding investment and focus on our extensive application...Temporary workLocal areaRemote workHome office- Position SummaryWe are looking for an intellectually curious and technically skilled Solutions Strategist to join our Insurance Solutions team in the Los Angeles office. The Strategist will analyze insurance capital frameworks, build capital models, develop capital efficient...Full timeWork at officeRemote work
$88k - $125k
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 ...$90k - $110k
...valuable insights, ideas, and research to the process. For us all good design is sustainable.The Opportunity:The Public Relations Strategist will lead media relations and thought leadership initiatives for the West Coast studios, reporting directly to the Director of...Local areaWorldwide- Description***Selected candidate may sit in Oakland, CA, Pleasanton, CA, Pasadena, CA or Atlanta, GA***Technical Job Summary: The Talent Strategy Principal Consultant will lead strategy execution and manage multiple workstreams by identifying client and operational needs...Work experience placement
- ...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
- Rexford Industrial Realty, Inc. is looking for a Senior Total Rewards Analyst to shape its organization's total rewards strategy. This role involves administering compensation programs, managing employee benefits, and ensuring compliance with regulations. Candidates should...
Rexford Industrial
Los Angeles, CA4 days ago $100k - $125k
...Drive the team, the client, and the work forward. Maintain a high hit‑rate and exemplary work quality. Category Experience Senior strategist focused on technology, finance, B2B, and startup categories. Curiosity and enthusiasm for learning about emerging innovations in...Agency workTBWA Worldwide
Los Angeles, CA1 day ago$65k - $75k
About Vaynermedia VaynerMedia is a global integrated creative and media agency, built for today's consumers. As the Modern Agency of Record, it understands the nuances of today's attention landscape, empowering brands to win attention, drive relevance, and deliver business...WorldwideShift workVaynerX
Los Angeles, CA2 days ago$74k - $78k
...that doesn't stop to ask what's next, because they're already building it. The Opportunity Kargo is hiring a Media Strategist to turn advertiser briefs and RFPs into compelling, insight-driven proposals that help our sales team win. This role sits at the...Work experience placementInternshipLocal areaKargo
Los Angeles, CA19 hours ago$133k - $182.88k
...acquisition, activation, and loyalty across web, app, and browser experiences. If you’re a roll-up-your-sleeves builder and an AI-powered strategist who takes ideas from 0→1, this is your stage. This position is an onsite role requiring you to work in our headquarters located...Full timeWork at officeLocal areaSystem 1
Los Angeles, CA1 day ago$115k - $125k
...supportively as one global team to deliver award-winning retail experiences that are recognised globally. The Opportunity The Senior Strategist is the thinking, rigour, and organising force behind the studio's work on a major retainer account. You are the person who holds...Permanent employmentFull timeContract workSummer workWork at officeWork from homeYourStudio | B Corp Certified
Los Angeles, CA1 day ago- ...work Ensure your hit-rate is high and your work is exemplary. Good enough is no longer enough. Category Experience: This senior strategist will be dedicated to our office’s specialty in complex businesses spanning technology, finance, and B2B categories. We’re looking...Work at office
TBWA\Chiat\Day
Los Angeles, CA19 hours ago $170k - $230k
About the Opportunity We are hiring a Senior Personalization Solution Architect with deep domain expertise in personalization and experimentation to join Contentful’s Professional Services team. This role is designed for a practitioner who has built, operated, and scaled...Full timeTemporary workWork at officeLocal areaWorldwidePowerToFly
Los Angeles, CA1 day ago$88k - $125k
...Account Strategist, Small Business Sales, Google Customer Solutions This role may also be located in our Playa Vista, CA campus. Applicants in the County of Los Angeles: Qualified applications with arrest or conviction records will be considered for employment in accordance...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategist. Be the first to apply!
