Job Overview:
We are seeking an experienced Investment Portfolio Manager & Investment Counselor to join our team. The ideal candidate will have a strong background in portfolio management, financial planning, and investment counseling. This role involves managing client investment portfolios, developing tailored financial strategies, and fostering long-term client relationships. A CFP designation is preferred, and candidates must have 7+ years of experience in investment management, financial planning, or wealth advisory services.
Provide comprehensive investment counseling to high-net-worth individuals, families, and institutions.
Develop and implement customized portfolio strategies based on client financial goals, risk tolerance, and market conditions.
Analyze market trends, asset allocation strategies, and individual securities to optimize client portfolios.
Conduct financial planning and wealth management discussions, integrating investment strategies with clients' broader financial objectives.
Maintain strong, long-term client relationships through proactive communication and exceptional service.
Collaborate with internal investment teams to ensure effective portfolio management and financial strategies.
Stay up to date with financial regulations, market developments, and best practices in investment management.
CFP (Certified Financial Planner) designation preferred; CFA or other relevant credentials are a plus.
7+ years of experience in investment management, financial planning, or portfolio management.
Strong knowledge of stocks, bonds, mutual funds, and asset allocation strategies.
Experience with networking allocations and managing diversified investment portfolios.
Proven ability to build and maintain client relationships.
Excellent communication, analytical, and decision-making skills.
Proficiency in financial software and tools for portfolio analysis and client reporting.
Collaborative and friendly work environment with a strong emphasis on client service.
Competitive salary and benefits package.
Opportunity to work with a respected investment firm that values integrity and long-term client relationships.
Professional growth opportunities in portfolio management and investment counseling
Location: Pasadena, CA
Salary: $150K - $200K (DOE)
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, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.