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Investment Counselor Portfolio Manager
Pasadena, CA Direct-Hire $160000.00 - $200000.00 Onsite
Job Description

A small, friendly, and professional wealth management firm dedicated to providing exceptional service and personalized investment strategies. Our collaborative environment values integrity, client relationships, and long-term success.

Role Overview

We are seeking an experienced Investment Counselor / Portfolio Manager to join our team. This individual will play a key role in managing client portfolios, building strong client relationships, and contributing to the growth of our firm through networking and new business development.

Key Responsibilities

  • Create and manage customized client portfolios, including stocks, bonds, and mutual funds.
  • Provide face-to-face client consultations and ongoing portfolio reviews.
  • Develop asset allocation strategies tailored to client goals.
  • Network to bring in new clients and maintain strong relationships.
  • Collaborate with team members in a supportive and professional environment.
  • Participate in new business development once fully trained.

Qualifications

  • 7+ years of experience in portfolio management, either within a team or as a sole practitioner.
  • Proven expertise in investment strategies and asset allocation.
  • Strong interpersonal and communication skills for client-facing interactions.
  • Ability to generate new business through networking (existing clients welcome).
  • CPA or CFA not required-experience and client relationship skills are most important.

Why Join Us?

  • Competitive salary and benefits.
  • Collaborative, friendly work environment.
  • Opportunity to make a meaningful impact in a growing firm.

Location: Pasadena, CA
Salary: $150,000 - $200,000 (DOE)
Employment Type: Direct Hire (Full-Time, In-Office)
Hours: 40 hours per week
Parking: Included

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.

Job Reference: JN -122025-411096