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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