Senior Investment Counselor & 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

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.