Wealth Manager
$150K/yr
Pasadena Fee-Only RIA Overview Fee Only RIA seeks a Wealth Manager to serve high-net-worth ... CFP strongly preferred
New
$150K/yr
Pasadena Fee-Only RIA Overview Fee Only RIA seeks a Wealth Manager to serve high-net-worth ... CFP strongly preferred
New
$150K/yr
Pasadena Fee-Only RIA Overview Fee Only RIA seeks a Wealth Manager to serve high-net-worth ... CFP strongly preferred
New
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
$300K/yr
Overview Dynamic, fast growing 8B+ AUM Fee-Only RIA is seeking a Wealth Advisor to manage ... Compensation * $125,000-$150,000 base salary, moving to a revenue based compensation once base is ...
Los Angeles, CA · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
Quick apply
Los Angeles, CA · On-site +1
$150K - $180K/yr
Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... This position is also eligible to earn incentive compensation through one of Mercer Advisors ...
Pasadena, CA · Hybrid
$115K - $150K/yr
Pasadena, CA (Hybrid - 3 days in office) Compensation: Competitive Base Salary + Performance Bonus ... CFP ® certification required, or strong advisory experience with willingness to obtain CFP within ...
Quick apply
Pasadena, CA · Hybrid
$115K - $150K/yr
Pasadena, CA (Hybrid - 3 days in office) Compensation: Competitive Base Salary + Performance Bonus ... CFP ® certification required, or strong advisory experience with willingness to obtain CFP within ...
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
El Cerrito, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
El Cerrito, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
San Marino, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
San Marino, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
South San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
South San Francisco, CA · On-site
$164K - $250K/yr
Actual compensation within this range will depend on your qualifications, skills, and credentials ... Advanced designation required (CFP, CPA, MBA, etc.) * Series 7, 66 (BD/RIA) * Series 65 (RIA Only)
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
San Diego, CA · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
San Diego, CA · On-site
$125K/yr
... and RIA's The role will involve channel segmentation, FA qualifying and profiling as well as ... Advanced credentials preferred (or in process) such as CFA, CFP, CAIA * Appropriate FINRA licenses ...
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 ...
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 ...
Santa Monica, CA · On-site
$65/hr
Independent RIA & Insurance Agency * Low-cost trading, internet-based platform Marketing and Leads ... CFP designation program paid by the company * Cutting edge practice management tools including ...
Santa Monica, CA · On-site
$65/hr
Independent RIA & Insurance Agency * Low-cost trading, internet-based platform Marketing and Leads ... CFP designation program paid by the company * Cutting edge practice management tools including ...
Santa Monica, CA · On-site
$65/hr
Independent RIA & Insurance Agency * Low-cost trading, internet-based platform Marketing and Leads ... CFP designation program paid by the company * Cutting edge practice management tools including ...
Santa Monica, CA · On-site
$65/hr
Independent RIA & Insurance Agency * Low-cost trading, internet-based platform Marketing and Leads ... CFP designation program paid by the company * Cutting edge practice management tools including ...
Calabasas, CA · On-site
... at an RIA. * Certified Financial Planner (CFP) certification. Our offer: * Competitive compensation package * Retirement and health benefits * Transparent career tracks and opportunities for ...
Calabasas, CA · On-site
... at an RIA. * Certified Financial Planner (CFP) certification. Our offer: * Competitive compensation package * Retirement and health benefits * Transparent career tracks and opportunities for ...
Roseville, CA · On-site
$96K - $210K/yr
A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required ... Base salary is only part of the total compensation package. Depending on the position and ...
Roseville, CA · On-site
$96K - $210K/yr
A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required ... Base salary is only part of the total compensation package. Depending on the position and ...
A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required ... Base salary is only part of the total compensation package. Depending on the position and ...
A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required ... Base salary is only part of the total compensation package. Depending on the position and ...
Los Angeles, CA · On-site
$96K - $210K/yr
A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required ... Base salary is only part of the total compensation package. Depending on the position and ...
Los Angeles, CA · On-site
$96K - $210K/yr
A sound understanding of the Broker/Dealer and RIA marketplace * Bachelor's Degree required ... Base salary is only part of the total compensation package. Depending on the position and ...
Pasadena
Fee-Only RIA
OverviewÂ
Fee Only RIA seeks a Wealth Manager to serve high-net-worth individuals and families from the newly established Pasadena office.
HighlightsÂ
RequirementsÂ
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.
Recruiting and staffing services
11 - 50 Employees
Long Beach, NY, US
2017