Ultimate Staffing · 1 month ago
Investment Counselor Portfolio Manager
Los Angeles County, CA
Full-time
Onsite
Senior Level
$150K/yr - $200K/yr
7+ years expUltimate Staffing is a small, friendly, and professional wealth management firm dedicated to providing exceptional service and personalized investment strategies. They are seeking an experienced Investment Counselor / Portfolio Manager to manage client portfolios, build strong client relationships, and contribute to the firm's growth through networking and new business development.
EmploymentHuman ResourcesManufacturingStaffing Agency
Hiring Manager
Andrea Gudiel
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
Qualification
Required
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
Benefits
Competitive salary and benefits.
Collaborative, friendly work environment.
Opportunity to make a meaningful impact in a growing firm.
Parking: Included
Company
Ultimate Staffing
Ultimate Staffing specializes in clerical, administrative, customer service, and manufacturing and production positions.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Lisa Marez
Partnership Director
Company data provided by crunchbase