Senior Wealth Advisor -Pasadena
Thorndale Partners
Job Description
Job Description
OPPORTUNITYDETAILS
Title: Financial Advisor
Type: Full-Time
Location: Pasadena, California
Compensation: Competitive compensation structure based on experience and production
Start: ASAP
Experienced Financial Advisor with a strong background developing and managing long-term client relationships.
Minimum of 10 years of financial advisory, wealth management, or related client-facing experience .
CFP® designation required.
Demonstrated experience building, growing, and servicing a book of business.
Strong knowledge of comprehensive financial planning, investment management, retirement planning, estate planning, and tax-aware wealth strategies.
Experience working with high-net-worth individuals, families, business owners, executives, and other private clients.
A transferable book of business is preferred but not required .
Strong relationship-management, communication, and business-development capabilities.
Serve as a primary advisor to established client relationships and provide ongoing financial planning and wealth management guidance.
Develop customized financial strategies based on each client's goals, financial circumstances, and long-term objectives.
Advise clients across investment management, retirement planning, estate planning, tax-aware strategies, insurance, and other wealth planning needs.
Build and deepen relationships with high-net-worth individuals, families, business owners, executives, and other private clients.
Support the transition and continued management of established client relationships as part of a long-term succession opportunity.
Develop new relationships and contribute to continued asset and business growth through referrals and business development.
Collaborate with internal specialists and firm resources to provide clients with comprehensive wealth management solutions.
Maintain a high standard of client service while helping ensure continuity and retention of client relationships.
Thorndale Partners, LLC
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