Position Overview
Ultimate Staffing is actively seeking an experienced Investment Counselor Portfolio Manager to join their client's team in California. This role is crucial for providing objective, professional investment advice and portfolio management services to a diverse clientele. The successful candidate will have the opportunity to develop and implement strategic wealth management solutions tailored to meet clients' financial aspirations.
Responsibilities
- Provide objective, professional investment advice and portfolio management to clients.
- Develop and implement wealth management strategies to achieve clients' financial goals.
- Implement portfolio strategies and monitor investment performance.
- Identify investment trends and recommend appropriate actions.
- Work on special projects to enhance service offerings and client satisfaction.
- Develop and manage client relationships through regular meetings and personalized service.
Qualifications
- 7-10 years of experience in investment management and/or financial advisory services.
- CFA, CFP, or MBA preferred.
- Proven track record of working with high-end and ultra-high-net-worth individuals or families.
- Proficient in Microsoft Office, Salesforce, Orion Advisor Services, and document management software.
Required Work Hours
Full-time position with standard work hours to be discussed during the interview process.
Benefits
Competitive salary range from $150,000 to $200,000 annually.
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.