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Cfp Compensation Ria Jobs in California (NOW HIRING)

Client Coordinator

Calabasas, CA · On-site

$19.25 - $26/hr

... RIA. * Series 65 license and/or Certified Financial Planner (CFP) Our Offer * Competitive compensation package. * Retirement and health benefits. * Transparent career tracks and opportunities for ...

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Cfp Compensation Ria information

What job categories do people searching Cfp Compensation Ria jobs in California look for? The top searched job categories for Cfp Compensation Ria jobs in California are:
What cities in California are hiring for Cfp Compensation Ria jobs? Cities in California with the most Cfp Compensation Ria job openings:

$150K/yr

Other

Posted 2 days ago

New


Job description

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

Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017