Wealth Management Client Associate
Jobot
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Job summary
Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth solutions and requires a Bachelor’s Degree and a plan to attain the Series 65 license.
You’ll work with teams across the firm to deliver thoughtful service and trusted guidance. Salary ranges from $70,000 to $110,000 per year and reflects the commitment to quality, integrity, and durable client relationships.
Qualifications
- Bachelor’s Degree required.
- Series 65 licensure or clear intention to attain.
Education
Job description
Jobot is seeking a Client Associate for a top wealth management firm in Pasadena, CA. The role supports families with high-touch, client-centric wealth solutions and requires a Bachelor’s Degree and a plan to attain the Series 65 license.
You’ll work with teams across the firm to deliver thoughtful service and trusted guidance. Salary ranges from $70,000 to $110,000 per year and reflects the commitment to quality, integrity, and durable client relationships.
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