Client Associate

Job Description

Job Description

Join a high-performing, boutique Los Angeles wealth management team as a Client Associate. Play a key role supporting advisors, managing accounts, and delivering exceptional service to high-net-worth clients while growing your career.

This Jobot Job is hosted by : Ray Madden

Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.

Salary : $80,000 - $100,000 per year

A bit about us :

We are a boutique, Los Angeles-based wealth management firm serving high-net-worth individuals, families, and business owners. Our experienced team provides customized financial solutions with a focus on integrity, collaboration, and excellence, building lasting client relationships while delivering top-tier service.

Why join us?

Work with a high-performing, client-focused team managing multi-billion-dollar client portfolios.

Gain exposure to complex financial planning, account management, and wealth strategies for HNW clients.

Opportunity to grow professionally in a supportive, collaborative environment with mentorship from seasoned advisors.

Competitive salary plus performance-based bonus, full benefits, and 401(k) contribution.

Hybrid work options after training and ongoing development opportunities.

Job Details

Key Responsibilities

Serve as a trusted client contact, responding to inquiries with professionalism and accuracy.

Manage the full account lifecycle, including onboarding, funding, updates, and trade coordination.

Lead new client onboarding : gather documentation, prepare paperwork, and coordinate systems.

Monitor accounts for actionable items (e.g., RMDs, account updates, restrictions).

Prepare deliverables such as performance reports, presentations, and financial plan materials.

Maintain high data integrity across platforms and systems.

Provide additional administrative support as needed.

Qualifications

Experience & Licenses :

2+ years in client-facing wealth management or financial services.

Familiarity with Fidelity and / or Charles Schwab platforms, and financial planning software like eMoney or Envestnet.

Experience with insurance, annuities, or 529 plans a plus.

Series 65 is a plus but not required.

Skills & Traits :

Highly organized with exceptional attention to detail.

Strong verbal and written communication skills.

Analytical, problem-solving mindset with ability to manage multiple priorities.

Comfortable in client-facing and collaborative internal roles.

Self-starter who thrives in a high-expectation, low-ego environment.

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.

Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).

Ready to find a good job? Create your profile today at Jobot.com.

Company Description

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.\r\n\r\nFounded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection. As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).\r\n\r\nReady to find a good job? Create your profile today at Jobot.com.