Trader

Is it time Time to join an industry leading financial advisory firm Work with national leaders executing trades for clients that command excellence and returns. Sure most firms can claim relationships but do they truly drive industry leading results because of team systems and your contribution to exceeding expectations each and every day.

If youre ready to WIN on a team thats truly great not just good providing results not just golf rounds please engage us in a confidential conversation. Our client is looking for the best of the best and wed love to help them find YOU.

What Youll Do

As a Trader at our clients Financial Advisory Group youll step into a hands-on high-responsibility role at the heart of our investment operations. Youll be the go-to expert who ensures our advisors and clients experience seamless accurate and strategic trading support all while helping shape the investment direction of one of the regions most rapidly growing advisory firms.

Your day-to-day will keep you engaged and growing as you:

• Drive the execution setup and ongoing management of portfolio models ensuring they operate at peak precision.
• Collaborate with a high-performing Portfolio Management Team on rebalancing tax-loss harvesting model updates and large-scale transition projects that touch portfolios across the enterprise.
• Monitor portfolios identify variance troubleshoot alerts and proactively resolve issues before they hit an advisors radar.
• Work directly with advisors to deliver speedy accurate ad-hoc trades and asset movements that keep client plans on track.
• Contribute to market security and portfolio researchyoull be more than the trader; youll be a true part of the investment brain trust.

What Were Looking For

You love the markets. Youre energized by fast-moving environments. And you thrive when precision collaboration and clear decision-making are the name of the game.

Required Qualifications

• Bachelors degree in business finance accounting or related field (or equivalent experience)
• FINRA SIE Series 7 and Series 63
• 35 years of experience in wealth or investment management
• Advanced Excel skills and strong Microsoft Office proficiency

Preferred Qualifications

• Familiarity with Envestnet trading tools (Worksheet Folio Tamarac)

What Makes You a Standout

• Hungry for personal and professional growth
• A strong inclusive communicator who collaborates with ease
• Someone who welcomes and gives helpful feedback
• A trusted steward of sensitive information
• Exceptional communicator with strong interpersonal skills
• Analytical curious and eager to solve problems
• Deep understanding of financial markets instruments and trading strategies
• Data-driven thinker with the ability to interpret trends and make sound decisions
• Highly organized with sharp attention to detail
• Comfortable with CRMs and technology-forward platforms

Why Join Us

At our clients Financial Advising Firm were not just growing were accelerating! This is your chance to join a firm where innovation is encouraged collaboration is standard and your career has room to stretch and thrive.

Why youll love being here:

• Your impact is visible your trading work directly shapes client outcomes.
• Youll work with a tight knit nationally integrated investment team committed to excellence.
• Youll have real pathways for upward mobility and skill expansion.
• Youll help serve emerging affluent high-net-worth clients giving you exposure to complex investment needs.
• Youll be part of a culture that values integrity continuous learning innovation and team support.
• You wont just be filling a position; youll be building a legacy with us.

Dont wait apply now and step into a trading role where your skills will shine and your growth will accelerate!