Investment/Portfolio Manager

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

Benefits offered by this job

Bonus opportunity

Health benefits

Retirement plans

Paid time off

Job summary

Ultimate Staffing in Pasadena, CA is seeking an Investment Counselor / Portfolio Manager to help high-net-worth clients reach long-term financial goals through personalized investment management and guidance.

The role emphasizes wealth management, asset allocation, and portfolio construction, with collaboration across internal teams and external advisors. A competitive salary with bonus potential and comprehensive benefits is offered.

Qualifications

• 7-10 years of experience in investment management or wealth management.
• Proven success managing relationships with high-net-worth clients.
• Designations such as CFA/CFP/MBA preferred.
• Strong understanding of portfolio construction and asset allocation.
• Excellent interpersonal and communication skills.
• Ability to prioritize in a fast-paced environment.
• US work authorization without sponsorship.

Responsibilities

• Develop and implement customized wealth management strategies aligned with clients' objectives.
• Create and manage asset allocation plans and investment portfolios.
• Execute portfolio management strategies using equities and fixed income.
• Conduct investment research and analyze market trends for recommendations.
• Monitor client portfolios, cash needs, and investment guidelines.
• Build and maintain trusted client relationships through regular meetings.
• Collaborate with internal teams and external advisors for wealth planning.
• Participate in networking and business development activities.

Skills

Investment management

Wealth management

Portfolio construction

Asset allocation

Relationship management

Financial analysis

Education

CFA, CFP, MBA or equivalent designation

Tools

CRM systems

Microsoft Office

Portfolio management platforms

Document management software

Job description

Location: Pasadena, CA
Salary: $150,000 - $200,000 annually + bonus opportunity
Employment Type: Full-Time

About the Opportunity

A well-established, independent wealth management firm is seeking an experienced Investment Counselor / Portfolio Manager to join its team. This role is ideal for a relationship-driven investment professional who is passionate about helping high-net-worth individuals, families, and nonprofit organizations achieve their long-term financial goals through personalized investment management and financial guidance.

Key Responsibilities

• Develop and implement customized wealth management strategies aligned with clients' financial objectives.
• Create and manage asset allocation plans and investment portfolios.
• Execute portfolio management strategies utilizing equities, fixed income securities, and other approved investment solutions.
• Conduct investment research, analyze market trends, and evaluate company and industry data to support investment recommendations.
• Monitor client portfolios, cash flow needs, and investment guidelines while responding to client requests.
• Build and maintain trusted client relationships through regular meetings, reviews, and ongoing communication.
• Collaborate with internal teams and external advisors to provide comprehensive wealth planning solutions.
• Participate in networking, business development, and community outreach activities to support firm growth.

Qualifications

• 7-10 years of experience in investment management, wealth management, or financial advisory services.
• Demonstrated success managing relationships with high-net-worth and ultra-high-net-worth clients.
• CFA, CFP, MBA, or other relevant professional designation preferred.
• Strong understanding of portfolio construction, asset allocation, and investment strategy.
• Excellent interpersonal, communication, and relationship management skills.
• Ability to prioritize competing responsibilities in a fast-paced environment.
• Proficiency with Microsoft Office, CRM systems, portfolio management platforms, and document management software.
• Eligible to work in the United States without sponsorship.

Compensation & Benefits

• Competitive base salary of $150,000 - $200,000 annually.
• Performance-based bonus opportunity.
• Comprehensive benefits package including health coverage, retirement plans, paid time off, and additional employee programs.(Benefits may vary based on employer offerings.)

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.