Investment Analyst

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

Job summary

Jobot is hiring an Investment Analyst for a top wealth management firm in Pasadena, California. The role offers a salary range of $90,000 to $110,000 per year and requires a Bachelor's degree, CFA track, and Series 65 (or intent to attain).

You will contribute to client-focused wealth strategies and work within a collaborative, detail-oriented team environment. Applicants should be ready to engage in high-touch financial solutions and pursue continuous professional development in CFA track and

Qualifications

• Bachelor's degree required.
• CFA track or progress toward CFA designation preferred.
• Series 65 license (or plan to attain) is desirable.

Education

Bachelor's Degree

CFA Track

Series 65 (or intent to attain)

Job description

Job details

Investment Analyst - Top Wealth Management Firm

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.

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