Client Associate

Jobot; Pasadena (CA); Presencial; USD 70.000 - 110.000; Jornada completa

Descripción de la vacante

Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth solutions and requires a Bachelor’s Degree and a plan to attain the Series 65 license.

You’ll work with teams across the firm to deliver thoughtful service and trusted guidance. Salary ranges from $70,000 to $110,000 per year and reflects the commitment to quality, integrity, and durable client relationships.

Formación

• Bachelor’s Degree required.
• Series 65 licensure or clear intention to attain.

Educación

Bachelor’s Degree

Series 65

Descripción del empleo

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.