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Robert Half Logo Robert Half · Finance

Trader

United States, San Ramon · Job Posted January 03, 2026
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Job Description

We’re seeking a motivated early‑career professional who’s excited about trading operations and eager to grow into a Financial Advisor career path. This role blends hands‑on trading responsibilities with a structured development program designed to build advisory expertise over your first several years. It’s an excellent fit for someone pursuing a long‑term career in wealth management, portfolio execution, and client advisory services.

Job Responsibility

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

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 field
  • Genuine interest in transitioning into a client‑facing Advisor role over time
  • Comfort with trading as a primary responsibility during the early stages of the position

Nice to have

  • Curiosity and enthusiasm for investment management and financial planning
  • Ability to work independently during early‑morning market hours
  • Professional demeanor when interacting 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
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