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Senior Wealth Strategist for High-Net-Worth Families
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-07-31
Listing for:
LeoForce
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Leo Force is seeking a Senior Wealth Strategist in Pasadena, CA to serve a select group of high-net-worth families within a modern multi-family office. The role emphasizes holistic wealth management across investments, tax strategy, estate planning, and financial planning, with a focus on building long-term client relationships.
The ideal candidate holds a CFP designation and has 3+ years of experience, preferably with an RIA, to deliver bespoke advisory solutions.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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