Top 36 Associate financial planner 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
Associate
AllianceBernstein —Los Angeles, CA
- $76,000 - $82,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
5d
Associate Advisor/ Wealth Planner
Signature Estate & Investment Advisors, LLC —Pasadena, CA
- Full-time
- Microsoft Outlook
- Word processing
- Writing skills
Quick Apply
Associate Financial Planner
Wealth Enhancement Group —Los Angeles, CA
- $51,450 - $84,000 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Finance
- Profit sharing
- Paid parental leave
4d
Financial Consultant Associate
East West Bank —Arcadia, CA
- $20 - $26 an hour
- Full-time
- Computer literacy
- Mid-level
- Office
- Opportunities for advancement
Wealth Management Associate
Morgan Stanley —Santa Monica, CA
- $68,000 - $120,000 a year
- Full-time
- 5 years
- Computer literacy
- Writing skills
2d
Associate Financial Advisor
Northern Trust Corp. —Los Angeles, CA
- $85,330 - $145,130 a year
- Full-time
- Research
- Mid-level
- Finance
- Health insurance
- Dental insurance
Associate Financial Advisor
NYL - Los Angeles, CA —Los Angeles, CA
- $123,000 a year
- Hybrid work
- Spanish
- Basic math
- Research
- Disability insurance
- Health insurance
Quick Apply
10d
Wealth Management Associate
Equitable Advisors LLC —Los Angeles, CA
- $38,550 - $125,000 a year
- Full-time
- Sales
- Mid-level
- Office
- Employee stock purchase plan
- Disability insurance
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
Wealth Management Associate
Equitable Advisors —Los Angeles, CA
- $38,550 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Associate, Global Client Group (Enterprise)
Dimensional Fund Advisors —Santa Monica, CA
- $81,000 - $118,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Analysis skills
Associate - Mid-Cap Financial Sponsors Group
JPMorganChase —Los Angeles, CA
- $140,000 - $170,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Tuition reimbursement
Financial Planning Associate-West L.A.
RK Partners —Los Angeles, CA
- $80,550 - $95,000 a year
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Paid holidays
Quick Apply
Associate, US Municipal Finance
Royal Bank of Canada —Los Angeles, CA
- $115,000 - $180,000 a year
- Full-time
- Customer service
- 5 years
- Bachelor of Science
- Disability insurance
- Health insurance
Associate - Alternative Investments (Series 7 &/or 22 REQUIRED)
Kay Properties & Investments, LLC. —Torrance, CA
- $55,000 - $105,000 a year
- Full-time
- Sales
- Mid-level
- Real Estate License
Quick Apply
Associate Wealth Advisor
Raymond James Financial, Inc. —Brea, CA
- $70,304 - $110,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Investment Advisor Associate
Virtus Investment Partners, Inc. —Los Angeles, CA
- Full-time
- Hybrid work
- Mid-level
- Administrative experience
- Bachelor's degree
- Wellness program
- Health savings account
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
Associate Advisor - Glendora, CA
Advisor Talent Solutions —Glendora, CA
- $70,000 - $95,000 a year
- Monday to Friday
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply

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associate financial planner jobs near pasadena, ca

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

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.

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Refine Your Search

associate financial planner jobs in pasadena, ca

Senior Client Service Associate- Bel Air Investment Advisors

Associate

Associate Advisor/ Wealth Planner

Associate Financial Planner

Financial Consultant Associate

Wealth Management Associate

Associate Financial Advisor

Associate Financial Advisor

Wealth Management Associate

Senior Associate - Wealth Management

Wealth Management Associate

Associate, Global Client Group (Enterprise)

Associate - Mid-Cap Financial Sponsors Group

Financial Planning Associate-West L.A.

Associate, US Municipal Finance

Associate - Alternative Investments (Series 7 &/or 22 REQUIRED)

Associate Wealth Advisor

Investment Advisor Associate

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

Associate Advisor - Glendora, CA

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