About this role
Wealth Advisor at Ceritypartners. Location: Pasadena, California, United States. Role: managing relationships, developing strategies, mentoring colleagues Requirements: Bachelor's degree, Series 65, CFP® or CFA completion, 7+ years industry experience, proven business development and client relationship skills, and proficiency with e-Money, Salesforce, and Microsoft Office. Category: Finance Seniority: Senior Level Tools: e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook Certifications: series 65, cfp, cfa, cpa, jd, chfc Commitment: Full Time Workplace: Hybrid Languages: English