Senior Wealth Advisor Client
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-13
Listing for:
Cerity Partners LLC
Full Time
position Listed on 2026-07-13
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Cerity Partners LLC is seeking a Wealth Advisor in Pasadena, CA to manage client relationships, grow assets under management and deliver personalized wealth planning strategies. The role includes onboarding new clients, leading meetings, and coordinating with tax, legal and investment teams to ensure holistic plans.
The candidate should have 7–10+ years of industry experience, a Series 65 license, and CFP/CFA or advanced designations.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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