Our client is an RIA located in the Pasadena area managing $500 mil AUM and servicing HNW clients over $1 mil in assets. The firm seeks a Wealth Advisor CFP responsible for solid planning knowledge and HNW client relationship management skills with a high pace of daily activity and thorough client contact. The wealth advisor is an integral part of the wealth management team. . . Duties & Responsibilities. . . Proactively communicate with existing...
