Wealth Strategist
$150k - $175kJobot
Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $150,000 - $175,000 per year 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! Job Details 3+ years of work experience (preferably with an RIA)
CFP designation
Led client relationships in previous role Interested in hearing more? Easy Apply now by clicking the "Apply" button. 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume.
Salary: $150,000 - $175,000 per year 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! Job Details 3+ years of work experience (preferably with an RIA)
CFP designation
Led client relationships in previous role Interested in hearing more? Easy Apply now by clicking the "Apply" button. 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. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy here: jobot.com/privacy-policy
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Strategist in Los Angeles, 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 hoursJobot
Pasadena, CA2 days ago$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...SuggestedWork experience placementWork at officeFlexible hoursLeoforce
Pasadena, CA4 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
$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...SuggestedFull timeLocal areaFlexible hours$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...SuggestedTemporary workLocal area- ...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
- 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, CA3 days ago - Cooley LLP is seeking an Accolades & Ranking Manager to join the Communications team in Los Angeles. You will oversee firmwide processes for accolades and ranking opportunities and optimize submissions for impact. The role blends project management with strategic communications...
Cooley Corp.
Los Angeles, CA5 hours ago $72k - $85k
...As a Strategist, your primary job is to understand what is happening with our clients, what is happening in the world, and what is happening in culture, to find the interesting places where they all intersect, and to turn it all into clear, concise insights, strategies...Temporary work1000heads
Los Angeles, CA1 day ago$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, CA5 days 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, CA21 hours ago$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 ...- 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
$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$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- 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, CA2 days ago - Pointwest-North America is seeking a Sr Business Analyst to join the Media Services department in Los Angeles, CA. This role is pivotal in supporting various phases of software development, ensuring optimal functionality and usability throughout processes. The ideal candidate...
Pointwest-North America
Los Angeles, CA4 days ago - Google is seeking a sales-focused professional to help small- and medium-sized businesses grow using Google’s advertising solutions. You will build trusted relationships, uncover client needs, and translate them into powerful campaigns. You’ll move with velocity through...
Socket
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, CA5 days ago$70k - $80k
...Join to apply for the Digital Strategist role at Hawke Media . This range is provided by Hawke Media. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base Pay Range $70,000.00/yr - $80,000.00/yr Hawke was founded on...Full timeShift workHawke Media
Santa Monica, CA4 days 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, CA4 days ago- ...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
$153.22k - $229.82k
...leveraging our software franchises for and across data, automation, insight, and collaboration. The Lead Account Technology Strategist (ATS) is responsible for strategic technical engagement with our customer’s business and IT decision-makers. Leading the end-to-end...Local areaImmediate startRemote workCitrix
Los Angeles, CA18 days 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...$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 home$203.2k - $254k
...data 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 workWork at office2 days per week3 days per week- ...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
- We are seeking a Brand Strategist to join the Brand team at The Digital Dept. As a Brand Strategist, you will work closely with both senior leadership and your department peers to craft compelling influencer marketing strategies to our clients, and lead the way in sourcing...Remote work
- NextGenEnergyJobs in Los Angeles is searching for a California Energy Advisor specializing in Commercial Sales. This role focuses on helping businesses navigate energy management strategies during the energy transition. The ideal candidate will have at least 3 years of ...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Strategist. Be the first to apply!
Related searches
- strategist Los Angeles, CA
- business strategist Los Angeles, CA
- account strategist Los Angeles, CA
- workplace strategist Los Angeles, CA
- investment strategist Los Angeles, CA
- senior brand strategist Los Angeles, CA
- technology strategist Los Angeles, CA
- media strategist Los Angeles, CA
- strategy consultant Los Angeles, CA
- communications strategist Los Angeles, CA