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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