We’re looking for a motivated and ambitious Client Portfolio Assistant to join our growing management organization! Your work will be fast-paced and innovative and will require marshaling resources across the organization. You’ll interface frequently with our broader Management organization and help us implement best practices of portfolio management and work with specific clients lending sales, marketing and recruiting strategies to increase market share and overall reach.

The Team

Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to thoughtfully and helpfully accomplish the goals and objectives of our clients.

The Impact:

· Helping create efficiencies and scale for an organization with meaningful growth potential.

· Working with Advisors to understand and implement the specific needs of clients and how to execute sales and net profits.

· Constructing customized investment portfolios informed by market conditions and economic trends

· Interacting with the broader investment organization designed around solving real client problems while potentially managing a larger team of sale professionals.

· Proactively research and address client investment management needs, and interact with the broader investment organization to develop solutions

The Ideal Qualifications

· Bachelor’s degree preferred but not required

· The ability to relocate to the greater Riverside area

· Exceptional problem solving and communication skills

What to Expect as Part of the Team

· Regular meetings with the management and client solutions teams

· Focused one-on-one meetings with your manager

· Access to mentorship opportunities

· Networking opportunities

· Your ethics and integrity will be valued

Job Types: Full-time, Part-time

Pay: $900.00 - $1,300.00 per week

Expected hours: 30 – 50 per week

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Experience level:

• No experience needed
• Under 1 year

Schedule:

• Day shift
• Monday to Friday
• Weekends as needed

Ability to Relocate:

• Riverside, CA: Relocate before starting work (Required)

Work Location: In person