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We are seeking a motivated early‑career professional interested in both trading operations and progressing toward a Financial Advisor career path. This role provides hands‑on trading responsibilities combined with structured exposure to advisor development over the first several years. It’s an excellent opportunity for an individual looking to establish a long‑term career in wealth management, portfolio execution, and client advisory services.
Job Responsibility:
Execute early‑morning portfolio trades based on internal requests
Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems
Assist Advisors with investment research, meeting preparation, and ongoing professional development tasks
Support operational processes related to portfolio oversight and account activities
Requirements:
1–2 years of experience in financial services, preferably within an RIA, wealth management firm, or similar environment
Bachelor’s degree in finance, economics, business, or a related field
Interest in transitioning into an Advisor‑focused role over time
Comfort with trading being the primary responsibility during the early years of the role
Strong attention to detail, communication skills, and willingness to learn industry systems and processes
Nice to have:
Curiosity about investment management and financial planning
Ability to work independently during early‑morning market hours
Professionalism when interacting with internal teams and clients