#2087

Wealth Manager

Pasadena, CA, United States

Pasadena

Fee-Only RIA

Overview 

Fee Only RIA seeks a Wealth Manager to serve high-net-worth individuals and families from the newly established Pasadena office.

Highlights 

  • Focus on advising clients rather than prospecting, with an immediate opportunity to inherit an established client base
  • Advisors work within a planning-focused environment with a robust and comprehensive investment offering including in-house research capabilities
  • Serve high-net-worth individuals and families with sophisticated retirement, tax, estate, investment, and financial-planning needs 
  • Compensation of $150,000+ in the first year, including a significant base salary, performance-based bonus, and incentives tied to referrals and new business participation  

Requirements 

  • 3+ years of wealth-management experience
  • CFP strongly preferred

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.