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Trader

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Ramon

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

We’re looking for a motivated early‑career professional who’s excited about trading operations and interested in progressing toward a Financial Advisor career path. This role combines hands‑on trading responsibilities with a structured development track designed to build advisory skills over the first several years. It’s an excellent opportunity for someone seeking a long‑term career in wealth management, portfolio execution, and client advisory services.

Job Responsibility:

  • Execute early‑morning portfolio trades based on internal instructions
  • Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems
  • Support Advisors with investment research, meeting preparation, and ongoing professional development activities
  • Assist with operational processes related to portfolio oversight and account maintenance

Requirements:

  • 1–2 years of experience in financial services, ideally within an RIA, wealth management firm, or similar environment
  • Bachelor’s degree in finance, economics, business, or a related discipline
  • Genuine interest in transitioning into an Advisor‑focused role over time
  • Comfort with trading as a primary responsibility during the early stages of the role

Nice to have:

  • Curiosity about investment management and financial planning
  • Ability to work independently during early‑morning market hours
  • Professional demeanor when working with internal teams and clients
What we offer:
  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan

Additional Information:

Job Posted:
January 03, 2026

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