{"schemaVersion":"jobsearcher.job.v1","id":"a4e596842e14092f66c27c93","url":"https://jobsearcher.com/jobs/a4e596842e14092f66c27c93","canonicalUrl":"https://jobsearcher.com/jobs/a4e596842e14092f66c27c93","title":"Registered Client Associate","description":"*Overview*\nWe are seeking a motivated and results-driven Wealth Management Client Associate, our title is Private Client Manager, to join our dynamic team. The ideal candidate will play a crucial role in maintaining and expanding client relationships while supporting the Wealth Management Advisors. As a Private Client Manager, you will leverage your inter-personnel skills to deliver exceptional service and solutions to our clients' needs.\n\n*Duties*\n\n* Develop and maintain strong relationships with clients through effective communication and regular engagement.\n* Manage accounts effectively, ensuring all client inquiries are addressed promptly and satisfactorily.\n* Collaborate with internal teams to deliver high-quality service and support for clients.\n* Utilize Redtail for tracking client interactions\n* Stay informed about industry trends, competitive landscape, and emerging technologies to provide informed recommendations.\n* Attend client meetings with the Wealth Management Advisory Team\n* Manage accounts on the Fidelity and Schwab platforms.\n\n*Qualifications*\n\n* A minimum of 5 years of direct experience in wealth management\n* Strong skills in Microsoft office\n* Excellent communication skills with the ability to engage effectively with clients at all levels.\n* Proficiency in Redtail or similar CRM tools for managing client relationships\n* Series 65 license is preferred.\n* A proactive approach to problem-solving with a focus on delivering results.\n* An ability to work in a team structure.\n\nIf you are passionate about building relationships and delivering exceptional service, we encourage you to apply for the Private Client Manager position. Join us in making a significant impact on our clients' success!\n\nJob Type: Full-time\n\nPay: $80,000.00 - $120,000.00 per year\n\nBenefits:\n* 401(k)\n* 401(k) matching\n* Dental insurance\n* Employee assistance program\n* Flexible schedule\n* Flexible spending account\n* Health insurance\n* Life insurance\n* Paid time off\n* Parental leave\n* Professional development assistance\n* Retirement plan\n* Tuition reimbursement\n* Vision insurance\nCompensation Package:\n* Bonus opportunities\n\nWork Location: In person","company":"Pasadena Private Wealth","rawCompany":"pasadena private wealth","city":"Pasadena","state":"CA","isRemote":false,"isActive":false,"createdAt":"2026-08-29T10:44:59.206Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"11-3031.03","title":"Investment Fund Managers","slug":"investment-fund-managers"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523991","title":"Trust, Fiduciary, and Custody Activities","slug":"trust-fiduciary-and-custody-activities"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Registered Client Associate","description":"*Overview*\nWe are seeking a motivated and results-driven Wealth Management Client Associate, our title is Private Client Manager, to join our dynamic team. The ideal candidate will play a crucial role in maintaining and expanding client relationships while supporting the Wealth Management Advisors. As a Private Client Manager, you will leverage your inter-personnel skills to deliver exceptional service and solutions to our clients' needs.\n\n*Duties*\n\n* Develop and maintain strong relationships with clients through effective communication and regular engagement.\n* Manage accounts effectively, ensuring all client inquiries are addressed promptly and satisfactorily.\n* Collaborate with internal teams to deliver high-quality service and support for clients.\n* Utilize Redtail for tracking client interactions\n* Stay informed about industry trends, competitive landscape, and emerging technologies to provide informed recommendations.\n* Attend client meetings with the Wealth Management Advisory Team\n* Manage accounts on the Fidelity and Schwab platforms.\n\n*Qualifications*\n\n* A minimum of 5 years of direct experience in wealth management\n* Strong skills in Microsoft office\n* Excellent communication skills with the ability to engage effectively with clients at all levels.\n* Proficiency in Redtail or similar CRM tools for managing client relationships\n* Series 65 license is preferred.\n* A proactive approach to problem-solving with a focus on delivering results.\n* An ability to work in a team structure.\n\nIf you are passionate about building relationships and delivering exceptional service, we encourage you to apply for the Private Client Manager position. Join us in making a significant impact on our clients' success!\n\nJob Type: Full-time\n\nPay: $80,000.00 - $120,000.00 per year\n\nBenefits:\n* 401(k)\n* 401(k) matching\n* Dental insurance\n* Employee assistance program\n* Flexible schedule\n* Flexible spending account\n* Health insurance\n* Life insurance\n* Paid time off\n* Parental leave\n* Professional development assistance\n* Retirement plan\n* Tuition reimbursement\n* Vision insurance\nCompensation Package:\n* Bonus opportunities\n\nWork Location: In person","datePosted":"2026-08-29T10:44:59.206Z","dateModified":"2026-08-29T10:44:59.206Z","hiringOrganization":{"@type":"Organization","name":"Pasadena Private Wealth","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Pasadena","addressRegion":"CA","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"a4e596842e14092f66c27c93"},"url":"https://jobsearcher.com/jobs/a4e596842e14092f66c27c93"}}