Senior Wealth Advisor – Client & Planning Leader
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-14
Listing for:
Cerity Partners Management LLC
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Cerity Partners is seeking a Wealth Advisor in Pasadena to manage top client relationships and grow assets under management through personalized wealth planning. You will lead client meetings, onboard new clients, and collaborate with internal teams to deliver holistic financial plans.
Ideal candidates have 7–10+ years of experience, a Series 65, and CFP/CFA or equivalent designation, with a track record of leadership and strong communication skills.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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