Unknown Company

Wealth Advisor: Build Your Practice + Equity & Unlimited PTO

pasadena, ca • Posted 2 weeks ago
Onsite Full Time Financial Advice & Private Banking

Boutique Recruiting in Pasadena seeks a Wealth Advisor to build a private wealth advisory practice, grow the book of business, and engage in client meetings and presentations.

Ideal candidates have 5–7+ years as a financial advisor with expertise in wealth planning, investments, and tax strategy; CFP/Series 65 preferred; RIAs experience is valued. Salary ranges from $100,000 to $150,000 per year DOE with comprehensive benefits.

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Wealth Advisor: Build Your Practice + Equity & Unlimited PTO in pasadena at Unknown Company

This position is listed as full time and onsite.

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