Location: Pasadena, CA Salary Range: $150,000 - $200,000
About the Role A well-established investment management firm is seeking a dedicated Investment Counselor & Portfolio Manager to join their collaborative and client-focused team. This role involves managing investment portfolios, building client relationships, and providing strategic financial advice to meet client goals.
Key Responsibilities:
Develop and manage investment portfolios, including stocks, bonds, mutual funds, and alternative investments.
Provide tailored financial advice and create investment strategies to meet client objectives.
Conduct thorough research and analysis of financial markets and securities.
Collaborate with a team of Certified Financial Planners to deliver comprehensive financial solutions.
Engage in networking and business development to expand the client base.
Maintain compliance with regulatory standards and industry best practices.
Qualifications:
Proven experience in investment management and portfolio analysis.
Expertise in stocks, bonds, mutual funds, and asset allocation strategies.
Strong interpersonal and networking skills to cultivate and maintain client relationships.
Professional certifications such as CFP, CFA, or equivalent are highly preferred.
A client-centric approach and the ability to thrive in a collaborative work environment.
Benefits:
Competitive salary and performance-based bonuses.
Opportunities for professional growth and development.
A supportive, team-oriented workplace.
How to Apply: Submit your resume and a cover letter detailing your experience and qualifications for this rol
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.
