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Entry Level Fiduciary Jobs (NOW HIRING)

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

... fiduciary, philanthropic, and family office. Our founding family's century-long history of ... an entry-level position. * Advanced Excel skills with an emphasis on building formula-driven ...

Pimacounty

Attorney I - Public Defense Services

Tucson, AZ · On-site

$84K - $161K/yr

Public Fiduciary). The Pima County Public Defense Services Department DOES NOT hire applicants ... Incumbents perform entry-level and/or intermediate-level legal work in the area assigned for either ...

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

... fiduciary, philanthropic, and family office. Our founding family's century-long history of ... an entry-level position. * Advanced Excel skills with an emphasis on building formula-driven ...

Valley Health

$33.50 - $50.26/hr

The Therapist I is mindful of the fiduciary responsibilities and delivers rehabilitation services ... Learning and exhibiting consistent proficiency for entry level, setting defined, basic competency ...

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Entry Level Fiduciary information

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How much do entry level fiduciary jobs pay per hour?

As of Jul 15, 2026, the average hourly pay for entry level fiduciary in the United States is $16.94, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $18.03 per hour, depending on experience, location, and employer.

What is the difference between Entry Level Fiduciary vs Financial Advisor?

AspectEntry Level FiduciaryFinancial Advisor
Required CredentialsBasic financial knowledge, possibly a FINRA Series 6 or 7Often requires Series 7, Series 66, or CFP certification
Work EnvironmentSupport roles in financial firms, assisting senior staffClient-facing, providing personalized financial advice
Employer & Industry UsageUsed in financial institutions, investment firms, and advisory companiesCommonly employed in banks, independent advisory firms, and wealth management

Entry Level Fiduciaries typically support financial teams with foundational tasks and may hold basic certifications, while Financial Advisors directly advise clients on investments and financial planning, often requiring advanced certifications. Both roles are integral in the financial industry but differ in responsibilities and client interaction.

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Entry Level Fiduciary jobs near you
Investment Associate

Investment Associate

Whittier Trust

Pasadena, CA

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 17 days ago

Job description

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Position Summary

The primary responsibility of the Investment Analyst is to support Portfolio Managers and other members of the Investment Department.  The Investment Analyst will provide relevant portfolio analysis to Portfolio Managers, research markets and securities, plan and input trades, and prepare research reports and client documents.  The position requires advanced computer, analytical and communication skills.  The candidate will support, and be mentored by, multiple senior team members.

PRIMARY RESPONSIBILITIES

Primary responsibilities include: report preparation, portfolio analysis, investment research and trade input as follows:

  • Report Preparation
    • Prepare reports to communicate with clients, networking contacts, prospects and the Investment Department
    • Create, update and analyze investment performance reports
  • Portfolio Analysis
    • Generate custom reports to help Portfolio Managers monitor client accounts
    • Assist in analyzing portfolios to ensure they reflect Whittier Trust sector and security outlook
    • Assist in providing oversight to ensure trades are made in accordance with client investment policy statements
  • Investment Research
    • Analyze markets and securities
    • Create and update equity, fixed income, and economic research charts
  • Trade Input
    • Assist in implementing portfolio changes across accounts

 
DESIRED SKILLS/EXPERIENCE

  • 2 plus years’ experience in related field desired but NOT essential - this is an entry-level position.
  • Advanced Excel skills with an emphasis on building formula-driven workbooks and models
  • Strong PowerPoint skills with an emphasis on designing high-quality deliverables
  • Ability to quickly learn new software and systems
  • Experience with FactSet and Bloomberg desired but not essential.
  • Experience with Addepar desired but not essential.
  • Proven quantitative/analytical skills
  • Strong verbal and written communication skills
  • Demonstrated experience in time management and deliverables

COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $65,000 - $85,000.

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