Top 269264 Financial Solutions Jobs

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Sales Tax Supervisor
Les Schwab Warehouse Center, LLC —Bend, OR
- Full-time
- CPA
- 5 years
- Bachelor of Science
Quick Apply
12d
Manager of Trusts & Estates
RDV Corporation —Grand Rapids, MI
- Office
- Finance
- Analysis skills
- Paid holidays
- Health insurance
Mortgage Loan Officer (Mortgage Advisor)
VERVE A CREDIT UNION —La Crosse, WI
- Weekends as needed
- Mid-level
- Office
- Experience equivalent to degree accepted
Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)
T. Rowe Price —Owings Mills, MD
- $98,500 - $146,000 a year
- Full-time
- Hybrid work
- Management
- 5 years
- Bachelor's degree
- Paid time off
- Adoption assistance
Financial Advisor Trainee
Northwestern Mutual —Poughkeepsie, NY
- $70,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Senior LPD Financial Team Lead
ICI Services —Washington, DC
- Full-time
- Master's degree
- Supervising experience
- Bachelor's degree
- AD&D insurance
- Paid holidays
Senior Home Lending Advisor- Lakewood, CO
JPMorganChase —Lakewood, CO
- $15.16 an hour
- Online Application
- Computer literacy
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Registered Wealth Management Advisor
Raymond James Financial, Inc. —Altoona, PA
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Paid holidays
Senior Cost Accountant
KARL STORZ Endoscopy - America —Charlton, MA
- $73,600 - $95,600 a year
- Full-time
- Hybrid work
- Office
- Finance
- Bachelor's degree
Commercial Credit Analyst
Michigan Business Connection, LC —Ann Arbor, MI
- $70,000 - $80,000 a year
- Full-time
- Background check
- Bachelor of Science
- Basic math
- Health insurance
- Dental insurance
Quick Apply
401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Licensed Financial Services Advisor
First State Bank & Trust —Basehor, KS
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Corvallis, OR
COUNTRY Financial —Corvallis, OR
- Full-time
- CPA
- Mid-level
- Office
Financial Analyst Team Lead
Techsource Inc —Albuquerque, NM
- $135,000 - $155,000 a year
- Full-time
- Microsoft Excel
- ERP systems
- Office
- Paid holidays
- Health insurance
Quick Apply
6d
Relationship Banker - II
U.S. Bank —Santa Maria, CA
- $25.00 - $28.25 an hour
- Part-time
- Sales
- Customer service
- Mid-level
- Health savings account
- Health insurance
12d
Loan Officer/Branch Manager
Valley Banks —Arlee, MT
- $71,172.11 - $81,567.83 a year
- Full-time
- Basic math
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Investment Specialist
SkyCrest Financial Group —Columbus, OH
- $70,000 - $85,000 a year
- Full-time
- Background check
- Research
- Office
- Health savings account
- Health insurance
Quick Apply
13d
Universal Banker
InBank —Springer, NM
- $18.00 - $19.50 an hour
- Full-time
- Office
- Business development experience
- Math
5d
Credit Analyst
BAC Community Bank —Stockton, CA
- $47,000 - $60,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- English
- Health insurance
- Dental insurance
Quick Apply

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Trader

Steward Partners Global Advisory LLC -
Danville, CA

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Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Financial Solutions jobs

Trader

Sales Tax Supervisor

Manager of Trusts & Estates

Mortgage Loan Officer (Mortgage Advisor)

Senior Financial Advisor, Advisory Services (Hybrid, Multiple Openings)

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Senior LPD Financial Team Lead

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Registered Wealth Management Advisor

Senior Cost Accountant

Commercial Credit Analyst

401(k) Specialist

Licensed Financial Services Advisor

Financial Advisor - Corvallis, OR

Financial Analyst Team Lead

Relationship Banker - II

Loan Officer/Branch Manager

Investment Specialist

Universal Banker

Credit Analyst

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