Ultimate Staffing · 2 weeks ago
Investment Counselor Portfolio Manager
Los Angeles County, CA
Full-time
Onsite
Senior Level
$150K/yr - $200K/yr
7+ years expUltimate Staffing is an established company seeking an Investment Counselor Portfolio Manager for a direct hire position in the greater Pasadena, CA area. The role involves managing client portfolios, providing investment guidance, and developing client relationships to achieve growth targets.
EmploymentHuman ResourcesManufacturingStaffing Agency
Hiring Manager
Ashly Rodriguez
Responsibilities
Manage a diverse book of client portfolios, ensuring alignment with clients' objectives, risk profiles, and long-term financial plans
Conduct ongoing portfolio reviews, market analysis, and performance assessments
Recommend asset allocation strategies based on fundamental analysis and investment best practices
Provide proactive investment guidance and education to clients
Monitor economic trends, regulatory changes, and global market activity to inform client strategies
Serve as the primary point of contact for high-net-worth and ultra-high-net-worth clients
Deliver exceptional service through regular communication, review meetings, and strategic planning sessions
Develop deep trust by understanding clients' evolving goals and tailoring solutions to meet their needs
Identify and cultivate new client relationships through networking, referrals, centers of influence, and community engagement
Participate in firm-led marketing campaigns, events, and outreach initiatives
Collaborate with internal teams to design customized proposals, financial roadmaps, and portfolio strategies for prospective clients
Achieve growth targets by expanding your book of business and contributing to the firm's overall expansion
Qualification
Required
7-10 years of experience in investment management and/or financial advisory services with the ability to develop and manage client relationships
Proven track record of both managing client investment portfolios and developing new business
Strong understanding of investment strategies, asset allocation, and financial planning concepts
Excellent communication skills with the ability to build rapport quickly and inspire client confidence
Entrepreneurial mindset and a passion for relationship-driven work
Proficiency in Microsoft Office, Salesforce, Orion Advisor Services, and document management software
Preferred
CFP®, CFA®, CIMA®, or similar professional designation strongly preferred
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