Top 2363 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
Private Client Banker- North Dakota Market
JPMorganChase —Fargo, ND
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
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
Trust Officer - AVP of Personal Trust Administration - Appleton, WI
Fiduciary Partners Trust Company —Appleton, WI
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
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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
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Senior Merchant Business Advisor
KeyBank National Association —Buffalo, NY
- $56,000 - $85,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
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
Account Executive- Mid Market - Home Base Care
Activated Insights —Idaho Falls, ID
- Full-time
- Mid-level
- Office
- 3 years
Quick Apply
Private Client Care Advisor
CareAparent —Woodbury, MN
- From $80,000 a year
- Full-time
- Marketing
- Mid-level
- Office
Quick Apply
8d
Sales Advisor with Athletic Background
Northwestern Mutual Syracuse —Syracuse, NY
- $67,000 - $78,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Private Client Associate - Wexford, PA
Janney Montgomery Scott LLC —Sewickley, PA
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Paid parental leave
- Paid time off
Quick Apply
Client Advisor with Athletic Background
Jump District - Northwestern Mutual —Decatur, IL
- $70,000 - $95,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development experience
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Private Client Advisor
Henley & Partners - The Firm of Global Citizens® —Remote
- Full-time
- Marketing
- Data analysis skills
- Research
Private Client Relationship Advisor
Brown Advisory —Washington, DC
- $120,000 - $140,000 a year
- Full-time
- Office
- Finance
- Bachelor's degree
- Wellness program
- Paid parental leave
Finance Advisor
KBA STAFFING —Remote
- $80 - $110 an hour
- Choose your own hours
- Remote
- Mid-level
- 3 years
- Financial services
Quick Apply
Private Client Manager
Modern Life —Remote
- $85,000 - $100,000 a year
- Full-time
- Remote
- 7 years
- Research
- Financial services
- Life insurance
Quick Apply
Yacht Private Client Advisor
Marsh McLennan Agency —Fort Lauderdale, FL
- $52,600 - $98,000 a year
- Full-time
- Mid-level
- Office
- Business development experience
- Health insurance
- 401(k)
Senior Private Client Advisor
Marsh McLennan Agency —Philadelphia, PA
- $89,500 - $166,900 a year
- Full-time
- Hybrid work
- Mid-level
- Business development experience
- Bachelor's degree
- Health insurance
- 401(k)
Senior Insurance Private Client Advisor
Marsh McLennan Agency —New York, NY
- $89,500 - $166,900 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health insurance
- 401(k)

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Private Client Advisor jobs near

Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

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

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