Financial Advisor

About VIDA Private Wealth
VIDA Private Wealth is a premier independent financial services firm providing multi-family office, financial life planning, and wealth management services to high-net-worth individuals and families. Based in Pasadena, CA, our firm is committed to excellence, trust, and building long-lasting client relationships.

Role Description
VIDA Private Wealth is seeking an accomplished and growth-oriented Associate Financial Advisor to join our team. This role offers a unique opportunity for career advancement with a clear path toward partnership for the right candidate.

The Associate Financial Advisor will work with ultra-high-net-worth clients and will also be actively engaged in business development, building new relationships, and contributing to the firm's continued growth.

The ideal candidate will demonstrate strong technical expertise in financial planning and wealth management, proven success in advising individuals and families, and the necessary professional designations to provide financial advice. This is a highly client-facing role requiring analytical acumen, emotional intelligence, and a commitment to delivering exceptional service. By deepening client relationships and driving new business opportunities, the Associate Financial Advisor will play a pivotal role in strengthening and expanding VIDA's impact.

Please note: If an offer is extended, candidates must agree to a background check, fingerprinting, and sign a confidentiality agreement.

Salary & bonus: Commensurate with experience and performance
Job Type: Full-Time Hybrid

Key Responsibilities

• Client Engagement: Participate in client meetings, providing insights and follow-up to ensure a seamless experience
• Financial Planning & Advice: Develop and present customized financial plans, incorporating investments, retirement, estate, tax, and insurance planning strategies
• Portfolio &