Client Associate

Jobot; Los Angeles (CA); On-site; USD 70,000 - 110,000; Full time

Job summary

Jobot is seeking a Client Associate for a top wealth management firm in Los Angeles. You will support financial advisors, manage client onboarding, and help deliver high‑touch service to families. A Bachelor’s degree is required and a Series 65 is expected or pursued.

This role rewards detail orientation, curiosity, disciplined work, collaboration, and a proactive, solution‑focused mindset. You will build trusted relationships across teams and contribute to a client‑centric mission.

Qualifications

• Bachelor's degree required.
• Series 65 license or clear intent to attain.

Skills

Detail‑Oriented

Curious

Disciplined

Collaborative

Solution‑Focused

Self‑Driven

Education

Bachelor’s Degree

Series 65

Job description

Client Associate - Top Wealth Management Firm

Salary: $70,000 - $110,000 per year

A bit about us

We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.

Why join us?

• Detail‑Oriented — You produce consistently accurate, high-quality work
• Curious — You ask smart questions and actively seek feedback
• Disciplined — You rely on systems and processes to execute reliably
• Collaborative — You build strong relationships across teams
• Solution‑Focused — You approach challenges with optimism and creativity
• Self‑Driven — You take initiative and move work forward independently

Job Details

• Bachelor’s Degree
• Series 65 (or clear intention to attain)

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.