Investment Counselor / Portfolio Manager

Ultimate Staffing; California; On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Bonus potential

Incentive opportunities

Job summary

Ultimate Staffing's Pasadena-based firm seeks an Investment Counselor / Portfolio Manager to deliver bespoke investment management and wealth planning for high-net-worth clients and nonprofits. You will build tailored strategies, oversee client portfolios, and cultivate trusted relationships through proactive guidance.

The ideal candidate has 7–10 years in investment/wealth management, strong communication and fiduciary mindset, and proficiency with CRM and portfolio systems.

Qualifications

• 7-10 years of experience in investment management, wealth management, financial planning, or advisory services.
• Proven success managing relationships with affluent and high-net-worth clients.
• Strong investment knowledge across equities, fixed income, asset allocation, and portfolio construction.
• Excellent relationship management and communication skills.
• Strong analytical and problem-solving abilities.
• Ability to manage multiple client relationships and priorities simultaneously.
• Advanced technology skills and proficiency with CRM and portfolio management systems.

Responsibilities

• Provide comprehensive investment management and wealth planning services to high-net-worth individuals, families, and nonprofits.
• Develop customized investment strategies and manage client portfolios.
• Build trusted client relationships and deliver sophisticated financial guidance.
• Collaborate with internal teams to support tax, estate, retirement, and financial planning objectives.
• Participate in business development, community engagement, and growth initiatives.

Skills

Investment management

Wealth management

Client relationship management

Communication skills

Analytical skills

Multi-client management

CRM proficiency

Portfolio construction

Education

CFA

CFP

MBA

Tools

Salesforce

Orion Advisor Services

CRM software

Job description

Investment Counselor / Portfolio Manager

Location: Pasadena, CA

Employment Type: Full-Time

Compensation: $150,000-$200,000 Base Salary + Bonus Potential

A highly respected independent wealth management firm is seeking an experienced Investment Counselor / Portfolio Manager to provide comprehensive investment management and wealth planning services to high-net-worth individuals, families, and nonprofit organizations. This role is responsible for developing customized investment strategies, managing client portfolios, building trusted client relationships, and delivering sophisticated financial guidance tailored to each client's unique objectives.

The ideal candidate will possess strong investment management experience, exceptional relationship management skills, and a fiduciary mindset focused on helping clients preserve and grow wealth while achieving long‑term financial goals.

Key Responsibilities

Client Relationship Management

• Serve as a trusted advisor to high-net-worth and ultra-high-net-worth clients.
• Develop and maintain long‑term client relationships through proactive communication and ongoing consultations.
• Understand client goals, risk tolerance, liquidity needs, and long‑term financial objectives.
• Deliver personalized investment and wealth management strategies.

Investment Management

• Develop and implement customized portfolio strategies and asset allocation recommendations.
• Manage client investment portfolios utilizing equity and fixed‑income investment strategies.
• Monitor portfolio performance and recommend adjustments based on client objectives and market conditions.
• Evaluate investment opportunities and emerging market trends.

Financial Planning & Advisory Services

• Assist clients with comprehensive wealth planning initiatives.
• Coordinate with internal and external professionals to support tax, estate, retirement, and financial planning objectives.
• Support special projects related to client investment and financial planning needs.
• Participate in the development and implementation of holistic wealth management solutions.

Business Development & Community Engagement

• Participate in networking, community outreach, and relationship‑building activities.
• Identify opportunities to strengthen existing client relationships and generate new business opportunities.
• Collaborate with internal teams to deliver an exceptional client experience.
• Contribute to the firm's long‑term growth and development initiatives.

Qualifications

Required

• 7-10 years of experience in investment management, wealth management, financial planning, or advisory services.
• Proven success managing relationships with affluent and high-net-worth clients.
• Strong investment knowledge across equities, fixed income, asset allocation, and portfolio construction.
• Excellent relationship management and communication skills.
• Strong analytical and problem‑solving abilities.
• Ability to manage multiple client relationships and priorities simultaneously.
• Advanced technology skills and proficiency with CRM and portfolio management systems.

Preferred

• CFA, CFP®, MBA, or similar advanced credential.
• Experience working with ultra‑high‑net‑worth individuals and families.
• Experience in independent wealth management or registered investment advisory environments.
• Salesforce, Orion Advisor Services, or similar technology experience.

Compensation & Benefits

• Base Salary: $150,000-$200,000 DOE
• Target Bonus: Approximately 45% of Base Salary
• Additional Incentive Opportunities Available

Why Consider This Opportunity?

• Work with sophisticated high-net-worth and institutional clients.
• Strong collaborative team environment.
• Opportunity to influence client outcomes and long‑term wealth preservation.
• Established and respected advisory platform.
• Significant bonus upside and career advancement opportunities.
• Relationship‑focused environment emphasizing fiduciary excellence.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, Los Angeles County Fair Chance Ordinance, and San Francisco Fair Chance Ordinance.