Relationship Manager and Financial Planner

Pasadena Private Wealth offers an onsite opportunity in Pasadena, CA with a comprehensive benefits package and a clear path for professional growth. The Relationship Manager and Financial Planner will guide clients through financial planning, investment management, and wealth strategies while building durable relationships and delivering tailored solutions to help clients reach their wealth goals. This role combines client service, strategic planning, and regulatory acumen in a collaborative environment that values clarity and results.

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Matching gift program
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Tuition reimbursement
• Vision insurance

Salary: USD 100,000 - 175,000 per year

Location: Pasadena, CA (onsite)

Responsibilities

• Develop and maintain strong, trust-based client relationships by understanding goals, risk tolerance, and personal circumstances.
• Provide expert financial planning guidance on estate planning, tax strategies, wills, trusts, and related estate considerations to optimize outcomes.
• Design and implement customized investment strategies aligned with client objectives, drawing on knowledge of securities law, financial markets, and asset management.
• Conduct thorough financial analysis using advanced software to evaluate portfolios, cash flow, and regulatory compliance.
• Stay current on industry trends, regulatory changes, and product offerings to deliver relevant solutions for evolving client needs.
• Educate clients on concepts such as securities law compliance, wealth management techniques, and banking services options.
• Collaborate with cross-functional teams to ensure seamless delivery of investment advisory services and ongoing client support.

Requirements

• Proven experience practicing in the wealth management industry
• Extensive knowledge of estate planning, wills, trusts and estate law, tax experience, and wealth management principles
• Proficiency in financial analysis software, specifically E-Money, and technical accounting tools used for asset management and research
• Strong client relationship management skills with the ability to communicate complex financial concepts clearly
• Certified Financial Planner designation is required; Series 65 registration is preferred
• Solid foundation in financial concepts including cash management, corporate accounting, public accounting practices, and industry knowledge of financial markets
• Bachelors Degree

Technology

• E-Money