Investment Analyst

Jobot; Pasadena (CA); On-site; USD 90,000 - 110,000; Full time

Job summary

Jobot, a top wealth management firm, is seeking an Investment Analyst in Pasadena, CA. The position offers a salary of $90,000–$110,000 per year and requires a Bachelor’s Degree, a CFA track, and Series 65 (or a clear plan to attain it).

We value detail orientation, curiosity, discipline, collaboration, a solution-focused mindset, and self-motivation as essential traits for success in a client-centric environment.

Qualifications

• Bachelor’s Degree required.
• CFA track in progress or planned.
• Series 65 required or intent to attain it.

Education

Bachelor's Degree

CFA Track

Series 65 (or clear intention to attain)

Job description

Investment Analyst - Top Wealth Management Firm

Job details

Salary: $90,000 - $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
• CFA Track
• 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.

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