Top 2359 Private Client Advisor 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
Registered Paraplanner
Starboard Financial Group, Ameriprise Financial Services, LLC —Brookfield, WI
- $60,000 - $77,000 a year
- Part-time
- Background check
- Microsoft Outlook
- Mid-level
- Profit sharing
- Paid holidays
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11d
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- Full-time
- Mid-level
- Office
- Financial services
Private Banker
Boutique Recruiting —Kirkland, WA
- $160,000 - $210,000 a year
- 7 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
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10d
Private Client Banker- North Dakota Market
JPMorganChase —Fargo, ND
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Private Equity Investment Sales Associate
Paulson Investment Company, LLC —Newport Beach, CA
- $50,000 - $200,000 a year
- Full-time
- Sales
- Mid-level
- In-person
- Health insurance
- Dental insurance
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In-Person Account Executive
High Rise Capital —New York, NY
- $100,000 - $450,000 a year
- Urgently hiring
- Mid-level
- Business development experience
- US work authorization
- Health insurance
- Paid time off
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Investment Solutions Specialist, Alternatives
Janus Henderson —Denver, CO
- $180,000 - $210,000 a year
- Hybrid work
- Product management
- Training & development
- Senior level
- Health insurance
- Parental leave
10d
Business Associate
VJH Concierge Financial Planning —Knoxville, TN
- $30,000 - $35,000 a year
- Email
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health insurance
- Paid time off
Quick Apply
7d
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Wealth Manager
YTS Wealth Management, LLC —Export, PA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Private Banker
Boutique Recruiting —Irvine, CA
- $160,000 - $250,000 a year
- 7 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
10d
Director of Investments
Empowered Staffing —Skokie, IL
- Full-time
- CPA
- Office
- Finance
- Health insurance
Quick Apply
EVP Commercial Lending
M&A Executive Search —Detroit, MI
- From $200,000 a year
- Full-time
- 11+ years
- Office
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Director of Business Growth
KO Business Solutions —Chicago, IL
- $60,000 a year
- Monday to Friday
- 6 years
- Research
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Wealth Manager
YTS Wealth Management, LLC —Tysons, VA
- $90,000 - $150,000 a year
- Weekends as needed
- Background check
- 5 years
- Pass drug screening
- Travel reimbursement
- Paid holidays
Quick Apply
Senior Private Banker
BMO Financial —Denver, CO
- $102,000 - $190,000 a year
- Part-time
- 7 years
- Office
- Analysis skills
- Health insurance
- Tuition reimbursement
Private Wealth Advisor / Financial Planner (Top-Ranked Training)
Northwestern Mutual —New York, NY
- $78,000 - $168,000 a year
- Full-time
- Background check
- Sales
- Office
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor
Boutique Recruiting —Dallas, TX
- $100,000 - $150,000 a year
- 5 years
- Business development experience
- Bachelor's degree
- Health insurance
- Paid time off
Quick Apply
Financial Advisor Seeking Former Educator/Coach
Tysons District - Northwestern Mutual —Ashburn, VA
- $72,000 - $92,000 a year
- Full-time
- Hybrid work
- Financial services
- Senior level
- Communication skills
- 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

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Refine Your Search

Private Client Advisor jobs

Trader

Registered Paraplanner

Financial Advisor

Private Banker

Private Client Banker- North Dakota Market

Private Equity Investment Sales Associate

In-Person Account Executive

Investment Solutions Specialist, Alternatives

Business Associate

Associate Private Wealth Advisor

Wealth Manager

Private Banker

Director of Investments

EVP Commercial Lending

Director of Business Growth

Wealth Manager

Senior Private Banker

Private Wealth Advisor / Financial Planner (Top-Ranked Training)

Wealth Advisor

Financial Advisor Seeking Former Educator/Coach

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