Hybrid Wealth Planner Client-Focused Financial Plans
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-14
Listing for:
Cerity Partners 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 LLC seeks a Wealth Planner to support the Wealth Advisor in delivering comprehensive wealth management strategies. You will help manage client relationships, develop personalized financial plans, and present findings to clients.
The role involves client meetings, data analysis in planning software, and effective CRM maintenance. Requirements include a Bachelor’s degree, Series 65, and 4+ years in financial planning, with CFP pursuit or designation preferred.
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×