Investment Analyst / Internal Sales Consultant

Pasadena, CA

Posted: 02/04/2025 Industry: Employee Benefits & Retirement Services Job Number: ME25.1.31.1 Pay Rate: $75,000 - $90,000 Remote Friendly: On-Site Experience:

Job Description

Investment and Wealth Relationship Manager

The Investment and Wealth Relationship Manager will be the primary point of contact for high-net-worth individuals, families and institutional clients.  This person will be responsible for building and maintaining relationships with existing clients including coordination with internal teams, ensuring accurate communications, and responding to inquiries.  Past experience working with Schwab as a custodian or any use with the portfolio accounting system Orion or the CRM system RedTail is a huge plus.  This position will be an in-office position with an excellent track record of career growth and solid benefits.

Compensation: $75,000 to $90,000

Full benefits

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