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Senior Wealth Advisor | High-Net-Worth Planning (Hybrid
Job in
Pasadena, Los Angeles County, California, 91122, USA
Listed on 2026-08-02
Listing for:
Summitry, LLC.
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Summitry, LLC. in Pasadena is seeking a Financial Advisor to serve as the primary relationship owner for high-net-worth clients. The role focuses on delivering comprehensive financial planning and investment guidance.
Ideal candidates will have a minimum of 5 years experience in financial services and a strong background in client relationship management. Benefits include a competitive salary, performance-based bonuses, and professional development opportunities.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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