Wealth Strategist

Client Associate

$80,000 - $100,000 Pasadena, CA +1

Client Associate Wealth Management for Professional Athletes

A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its growing team. This role is ideal for someone who is detail-oriented, client-focused, and excited to support a fast-paced advisory practice working with elite professionals. About the Role The Client Associate will work closely with advisors to deliver an exceptional client experience. You'll be a key point of contact for clients, help manage day-to-day account activity, and ensure operations run smoothly behind the scenes. If you're ready to level up your career and work with some of the most fascinating clients in the world, read on

Do you want to work with some of the nations best clients AND enjoy time at home with family? We do too! Meaningful work! Competitive base salary! Competitive bonus and options package! Complete benefits package! Flexible work schedules! Accelerated career growth! Fun company activities!

Job Details

2+ years of experience in wealth management, financial services, or a related client service role Strong attention to detail and organizational skills Excellent communication and interpersonal skills Comfortable working with high-profile clients and sensitive information Proficiency with CRM systems and Microsoft Office (Excel, Word, Outlook) Series 65 or Series 7 & 66 required

Jobot is an equal opportunity employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.