Investment Specialist

Position: Investment Specialist

Liljegren Practice
A private wealth advisory practice of Ameriprise Financial Services
Location: Calabasas, CA

The Liljegren Practice is a private wealth advisory practice dedicated to personalized advice, disciplined investment management, and exceptional client service. Our close-knit team values long-term relationships, collaboration, and thoughtful stewardship of client portfolios.

We are seeking a detail-oriented Investment Specialist to support the day-to-day management of client investment portfolios. This is a primarily investment-focused role centered on trading, research, portfolio monitoring, and client investment-related cash needs, rather than traditional financial planning preparation.

Position Overview

This individual will work closely with the lead advisor on discretionary portfolio management activities, including trade execution, investment research, cash management, and preparation for quarterly portfolio reviews and rebalancing. The position requires accuracy, sound judgment, and timely follow-through within applicable registration, authorization, and supervisory requirements.

We welcome candidates at different career stages, from capable recent graduates interested in developing investment expertise to experienced investment professionals seeking a long-term, hands-on technical role.

Key Responsibilities

• Execute and monitor authorized client trades and maintain accurate transaction records
• Prepare quarterly portfolio rebalancing research, model reviews, and implementation materials
• Research investments, portfolio strategies, and potential changes to model allocations
• Monitor portfolio drift, concentrations, cash balances, and applicable trading restrictions
• Identify potential tax-loss harvesting opportunities for advisor review and authorized implementation
• Review investment solutions, including SMAs and other platforms, as appropriate
• Support research on structured products and other investments as directed
• Stay current on market developments, investment products, and research resources
• Respond to client investment-related cash needs and coordinate appropriate liquidation decisions and distributions
• Manage recurring systematic payouts and follow through on investment-related client requests
• Maintain supporting documentation and complete other investment operations responsibilities as assigned

Additional responsibilities may include:

• Participating in technical client conversations about investment activity and cash needs, as appropriately licensed
• Supporting client investment implementation and account reallocations
• Joining advisor meetings when investment expertise is needed
• Providing limited financial planning support as business needs arise

Growth & Development

The practice offers the opportunity to build deep expertise in investment management while working directly with an experienced advisor and an established team. The role is intended to be a valued, long-term investment resource within the practice.

As licensing and proficiency develop, responsibilities may expand in investment execution, technical client communication, and support within an Associate Financial Advisor structure, consistent with applicable supervision and authorization.

Schedule & Work Environment

• Full-time, primarily in-office position in Calabasas, CA
• Collaborative team culture with a strong record of long-term employee retention
• Investment-focused role with close coordination across the advisory team
• Work-life balance and flexibility considered based on business needs
• Opportunity to make a meaningful contribution to client portfolio management

Why Join the Liljegren Practice?

Join a close-knit practice where team members have built lasting careers and strong working relationships. The team prioritizes personal connection, mutual support, and disciplined investment management.

This opportunity is well suited to someone who enjoys detailed, analytical investment work, takes ownership of results, and wants to become a trusted long-term contributor.

Equal Opportunity Employer

The Liljegren Practice is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment in accordance with applicable laws.

Recruiting Process Disclosure

Jambalaya Group is a third-party consulting firm engaged by Liljegren Practice, a private wealth advisory practice of Ameriprise Financial Services, LLC, to assist with its recruiting and hiring process. Jambalaya Group is not the hiring employer, and this position is not an employment opportunity with Jambalaya Group. Candidates may communicate with Jambalaya Group throughout the interview process; however, the position, responsibilities, and employment opportunity are directly with Liljegren Practice. We encourage all applicants to familiarize themselves with the practice and Ameriprise Financial prior to their interview.

Qualifications & Experience

• Bachelor's degree required
• Experience in trading, investment research, portfolio operations, or advisor support preferred but not required
• Demonstrated interest in investments and financial markets; candidates at varying experience levels encouraged to apply
• Strong analytical, organizational, and problem-solving skills
• Exceptional attention to detail and accuracy
• Ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively with team members

Licensing Requirements

Series 7 and Series 66 registration preferred; candidates without these registrations must be willing and eligible to obtain them.

Candidates who are not currently licensed must be willing to pursue the following within six months of hire, subject to registration eligibility and the practice’s requirements:

• Series 7
• Series 66
• California Life, Accident & Health Insurance License

Preferred Skills

• Strong analytical and critical thinking abilities
• Interest in investments, portfolio management, and financial planning
• Strong interest in investments, securities trading, and portfolio management
• High level of accountability and ownership
• Technology proficiency and the ability to quickly learn new systems
• Ability to prioritize multiple deadlines while maintaining accuracy
• Professionalism, confidentiality, and sound judgment
• Commitment to continuous learning and professional development

Compensation & Benefits

• Competitive compensation based on experience: $40.00–$55.00/hour (non-exempt; overtime paid in accordance with applicable law)
• Full-time position
• SIMPLE IRA with a 3% employer contribution
• Group disability insurance
• Contribution toward individual medical insurance
• Paid time off and holidays
• Licensing support and professional development
• Long-term career growth opportunities