Investment/Portfolio Manager

Ultimate Staffing; Pasadena (CA); Sur place; USD 150 000 - 200 000; Plein temps

Avantages offerts par ce poste

Bonus opportunity

Health coverage

Retirement plans

Paid time off

Employee programs

Résumé du poste

Ultimate Staffing is seeking an Investment Counselor / Portfolio Manager in Pasadena, CA. You will manage high-net-worth client portfolios, craft tailored wealth strategies, and lead asset allocation decisions to meet long-term goals.

This role emphasizes client relationships, market analysis, and collaboration with advisors to deliver comprehensive financial guidance and growth opportunities.

Qualifications

• 7-10 years of experience in investment management, wealth management, or financial advisory services.
• Strong relationships with high-net-worth and ultra-high-net-worth clients.
• CFA, CFP, MBA or similar designation preferred.
• Expertise in portfolio construction, asset allocation and strategy.
• Excellent interpersonal and communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with CRM, portfolio platforms, and MS Office; U.S. work authorization.

Responsabilités

• 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 using equities, fixed income, and other approved solutions.
• Conduct investment research, analyze market trends, and evaluate data to support recommendations.
• Monitor client portfolios, cash needs, and investment guidelines while addressing client requests.
• Build and maintain trusted client relationships through regular meetings and ongoing communication.
• Collaborate with internal teams and external advisors to provide comprehensive wealth planning.
• Participate in networking and business development to support firm growth.

Connaissances

Investment management

Wealth management

Relationship management

Portfolio construction

Asset allocation

Formation

CFA

CFP

MBA

Outils

CRM systems

Portfolio management platforms

Microsoft Office

Description du poste

Investment Counselor / Portfolio Manager

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.