Top 37 Registered client associate Jobs in Pasadena Ca

Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
9d
Registered Client Service Associate (Newport Beach or Los Angeles)
Oppenheimer & Co. Inc. —Los Angeles, CA
- $55,000 - $65,000 a year
- Full-time
- Mid-level
- 3 years
- Organizational skills
Quick Apply
Financial Professional (Fast Track to Management)
New York Life Insurance Company/NYLIFE Securities, LLC. —Glendale, CA
- $80,000 - $120,000 a year
- Full-time
- Hybrid work
- Business development experience
- Recruiting
- 1 year
- AD&D insurance
- Disability insurance
Quick Apply
Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Paid parental leave
- Health savings account
Quick Apply
1d
Management Opportunity
New York Life Southern California General Office —Glendale, CA
- $60,000 - $119,917 a year
- Full-time
- Hybrid work
- Office
- Business development experience
- US work authorization
- AD&D insurance
- Health insurance
Quick Apply
Junior Financial Advisor
The Pacific Goup —Los Angeles, CA
- From $90,000 a year
- Full-time
- Hybrid work
- Microsoft PowerPoint
- Microsoft Word
- Background check
- Health insurance
- Dental insurance
Quick Apply
2d
Registered Client Service Associate
Morgan Stanley —Pasadena, CA
- $35,152 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
2d
Registered Client Service Associate
Morgan Stanley —Los Angeles, CA
- $35,152 - $90,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Financial Services Management Trainee/ Southern California Applicants Only
New York Life —San Dimas, CA
- $70,300 - $150,000 a year
- Full-time
- Sales
- Office
- Finance
- AD&D insurance
- Disability insurance
Quick Apply
5d
Financial Advisor
Edward Jones —Whittier, CA
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Senior Advisory Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
- $125,000 - $150,000 a year
- Full-time
- Microsoft Outlook
- Bachelor of Science
- Research
- Profit sharing
- Paid parental leave
Quick Apply
9d
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA
JPMorganChase —La Habra, CA
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Private Wealth Advisor
Masterworks —Beverly Hills, CA
- $118,000 - $170,000 a year
- Full-time
- Mid-level
- 1 year
- Commuter assistance
- Paid parental leave
Quick Apply
Senior Associate - Wealth Management
ASPIRIANT LLC —Los Angeles, CA
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
- Health insurance
- 401(k) matching
Quick Apply

Related jobs to explore

Based on your search for registered client associate

Senior Client Service Associate- Bel Air Investment Advisors
HighTower Advisors —Los Angeles, CA
BA/BS degree in finance or related field preferred. Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook.
$125,000 - $150,000 a year
Quick Apply
9d
Operations Associate (Part-Time) - Americana at Brand
ALO —Glendale, CA
Move dynamically on the retail floor to assess and fulfill the needs of the business, team and guests. Demonstrate strong business acumen by leveraging metrics…
$18 - $20 an hour
Quick Apply

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Advisor
Edward Jones —Grove City, OH
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
8d
Financial Advisor
Edward Jones —Westerville, OH
As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by your branch team, a home-office team and other regional…
$45,000 - $100,000 a year
11d

Show more jobs in cities nearby

I want to receive the latest job alert for registered client associate in pasadena ca

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

registered client associate jobs near pasadena ca

Registered Client Associate jobs in Los Angeles, CA

Registered Client Associate jobs in Pasadena, CA

Wealth Manager jobs in Los Angeles, CA

Financial Advisor jobs in Beverly Hills, CA

Client Services Associate jobs in Los Angeles, CA

Investment Consultant jobs in Los Angeles, CA

Clinical Research Associate jobs in Denver, CO

Registered Behavior Technician jobs in New York, NY

Registered Client Associate jobs in New Jersey

Registered Client Associate jobs in Austin, TX

Associate Marriage Family Therapy jobs in Orange County, CA

Registered Client Associate jobs in Ponte Vedra Beach, FL

Registered Client Associate jobs in Atlanta, GA

Resident Advisor jobs in Los Angeles, CA

Junior Financial Advisor jobs in Annapolis, MD

Career Advisor jobs in Los Angeles, CA

Junior Financial Advisor jobs in Phoenix, AZ

Junior Financial Advisor jobs in Remote

Junior Financial Advisor jobs in San Diego, CA

Entry Level Financial Analyst jobs in Lexington, KY

Senior Client Service Associate- Bel Air Investment Advisors

HighTower Advisors -
Los Angeles, CA

Quick Apply

Job Details

Full-time
$125,000 - $150,000 a year
9 days ago

Benefits

Profit sharing
Paid parental leave
Health savings account
Health insurance
Dental insurance
Parental leave
Vision insurance
401(k) matching
Loan assistance
Pet insurance

Qualifications

Customer communication
Research

Full Job Description

Your Future Team
Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 million or more in investable assets. We offer a diverse mix of proprietary and sub-advisory investment strategies within our open architecture platform. The firm was founded in 1997, with offices based in Los Angeles built on a set of client-centric core beliefs which guide its practice.

Bel Air Investment Advisors employs more than 50 individuals including financial analysts, investment advisors, research professionals, portfolio managers, fixed income and equity traders, and administrative support. The company is looking to add a Senior Client Service/Advisory Associate (CSA) to help the team grow.

What You’ll Do

Coordinates the implementation of the service and operational functions of the advisory team necessary to ensure proper servicing of clients and the timely/accurate execution of investments.
Acts as a liaison between the advisory team, their clients & internal departments to provide day to day support in responding to advisor and client inquiries and ensuring timely and accurate completion of operational/product activities.
Coordinates the new client process including participating in meeting preparation, collection of client background information, providing and obtaining required account and investment strategy documentation, and operational coordination of account establishment and transfers.
Coordinates the asset allocation & reallocation process including, addressing necessary paperwork, account establishment, and investment implementation and/or changes with applicable department(s).
Provides customer service to clients by providing information, responding to inquiries, conducting research, and submitting and ensuring the completion of service requests.
Maintains proficiency in all investment strategies, services, policies, and procedures to effectively respond to inquiries and complete service requests. Solve problems through a strong understanding of operational and firm processes.
Performs other necessary duties and participates in Firm projects as assigned.

What You’ll Bring
The candidate should have strong professional verbal and written communication, and interpersonal skills, as well as the ability to motivate self and others to deliver high quality output, possibly within tight timeframes.

The ideal candidate will have experience and attributes in the following areas:

Deep experience in a similar role with a Registered Investment Advisor and/or Brokerage Firm.
Strong understanding of standard concepts, practices, and procedures within the industry.
Self-starter who takes initiative to identify and complete tasks. Can handle multiple assignments and work in a fast-paced environment.
Ability to solve problems, anticipate needs and provide superior service.
High energy with ability to handle pressure and meet deadlines.
Detail-oriented with ability to prioritize and organize workflow
Ability to work effectively in a team environment
Flexible and willing to perform other tasks as assigned
Strong technical skills using the Microsoft Office Suite including Excel, Word and Outlook.
BA/BS degree in finance or related field preferred

What We Offer

Coverage on the first day of employment for medical, dental, and vision insurance
Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $125,000- $150,000 plus annual performance and profit-sharing bonuses (exact base salary amount will be dependent on experience)

Hightower’s Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Quick Apply

Refine Your Search

registered client associate jobs in pasadena ca

Senior Client Service Associate- Bel Air Investment Advisors

Registered Client Service Associate (Newport Beach or Los Angeles)

Financial Professional (Fast Track to Management)

Client Service Associate- Bel Air Investment Advisors

Management Opportunity

Junior Financial Advisor

Registered Client Service Associate

Registered Client Service Associate

Financial Services Management Trainee/ Southern California Applicants Only

Financial Advisor

Senior Advisory Associate- Bel Air Investment Advisors

J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA

Private Wealth Advisor

Senior Associate - Wealth Management

Related jobs to explore

Explore jobs in cities nearby

I want to receive the latest job alert for registered client associate in pasadena ca

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected