Client Associate
Jobot
Pasadena, CA0–2 yrs49m agovia LinkedIn
Posted 14 Nov 2026, 04:07 ET
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Work
- On-site in Pasadena
- Pay
- $70K–$110K a year
- Listed
- Nov 14, 2026 · still open
About the Role
Client Associate at a Top Wealth Management Firm.
About Us
We operate with a deeply client-centric philosophy, delivering comprehensive, high-touch solutions designed to support families holistically. We aim to set a new standard in the financial services landscape—combining deep expertise, unwavering client loyalty, and forward-thinking innovation to help families deploy their wealth with purpose and lasting impact.
Why Join Us?
- Detail-Oriented — You produce consistently accurate, high-quality work
- Curious — You ask smart questions and actively seek feedback
- Disciplined — You rely on systems and processes to execute reliably
- Collaborative — You build strong relationships across teams
- Solution-Focused — You approach challenges with optimism and creativity
- Self-Driven — You take initiative and move work forward independently
Job Details
- Bachelor’s Degree
- Series 65 (or clear intention to attain)
Salary: $70,000 - $110,000 per year