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Wealth Management Financial Consultant

Senior Investment Associate, Wealth Management & Advisory

Job in Pasadena, Los Angeles County, California, 91122, USA
Listing for: HUB International
Full Time position
Listed on 2026-01-17
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A leading insurance brokerage firm is seeking a Senior Investment Associate in Pasadena, CA, to support senior advisors in managing a $4B investment portfolio. Responsibilities include client advisory, investment research, and operations management, ensuring a high-quality client experience. Candidates should possess a bachelor's degree or extensive relevant experience, and proficiency in financial tools like Excel and custodial platforms. The position offers a competitive salary and comprehensive benefits.
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Position Requirements
10+ Years work experience
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