Top 5089 Trading 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
Trade Stocks
Esna Trading —Oakland, CA
- $20 - $30 an hour
- Temporary
- Office
- Finance
- High school diploma or GED
Quick Apply
Options Trading Educator
FinMC LLC —Remote
- $5,000 - $25,000 a month
- Contract
- Remote
- Mid-level
- Communication skills
Quick Apply
Trader
Vestmark, Inc. —Wakefield, MA
- $75,000 - $90,000 a year
- Remote
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
Game Operations - Trading Analyst
PrizePicks —Remote
- $55,000 - $65,000 a year
- Weekends as needed
- Computer Science
- Finance
- Analysis skills
- Paid parental leave
- Disability insurance
Quick Apply
Digital Sales Planner
Stocktwits Inc. —Remote
- $65,000 - $80,000 a year
- Full-time
- Remote
- Continuous improvement
- Organizational skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Complaint Analyst
Bakkt —Remote
- Full-time
- Remote
- Background check
- Pass drug screening
- Analysis skills
Quick Apply
REC Trader
Handshake AI —Remote
- $85 an hour
- Part-time
- Remote
- Research
- Mid-level
- 2 years
FIX developer - REMOTE
Software Technology Inc —Remote
- Remote
- Java
- Senior level
Quick Apply
Technical Writer (Sequence)
Horizon Blockchain Games Inc. —Remote
- Mid-level
- JavaScript
- Software development experience
Quick Apply
Outside Sales Representative
KanEquip Career Opportunities —Solomon, KS
- Extended hours
- Dealership
- Pass drug screening
- Mid-level
- Profit sharing
- Paid holidays
Quick Apply
Cash Flow Clerk
Kittery Trading Post —Kittery, ME
- $16 - $18 an hour
- Part-time
- Word processing
- Computer literacy
- Organizational skills
Quick Apply
Associate / Lead Dentist - $10k Sign-On Bonus
Tend —Washington, DC
- $175,000 - $425,000 a year
- Email
- CPR Certification
- Dental office
- Management
- Wellness program
- Commuter assistance
Quick Apply
Associate / Lead Dentist
Tend —Cambridge, MA
- $175,000 - $425,000 a year
- Email
- CPR Certification
- Dental office
- Management
- Wellness program
- Commuter assistance
Quick Apply
Lead Identity Access Management (IAM) Engineer/Architect
Financial Industry Regulatory Authority, Inc. —Washington, DC
- $111,400 - $242,600 a year
- Extended hours
- Hybrid work
- Computer science
- 7 years
- Computer Science
- Paid jury duty
- Commuter assistance
Quick Apply
Licensed Massage Therapist
Hand & Stone - 6408 Trading Square - Haymarket, VA —Haymarket, VA
- $45,000 - $65,000 a year
- Full-time
- Entry level
- Paid training
- Continuing education credits
Quick Apply
10d
Associate / Lead Dentist
Tend —Boston, MA
- $175,000 - $425,000 a year
- Email
- CPR Certification
- Dental office
- Management
- Wellness program
- Commuter assistance
Quick Apply
Remote Financial Analyst (Mandarin-Speaking required)
CRAZYLIVE INC —Remote
- $60 - $100 an hour
- Part-time
- Remote
- Senior level
- Communication skills
Quick Apply
Traveling Associate Dentist
Tend —Brooklyn, NY
- $175,000 - $375,000 a year
- Email
- CPR Certification
- Dental office
- BLS Certification
- Wellness program
- Commuter assistance
Quick Apply
UIT & Structured Products Trader
Financial Sector —Wheaton, IL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
6d

I want to receive the latest job alert for Trading

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

Trading jobs

Trader

Trade Stocks

Options Trading Educator

Trader

Game Operations - Trading Analyst

Digital Sales Planner

Complaint Analyst

REC Trader

FIX developer - REMOTE

Technical Writer (Sequence)

Outside Sales Representative

Cash Flow Clerk

Associate / Lead Dentist - $10k Sign-On Bonus

Associate / Lead Dentist

Lead Identity Access Management (IAM) Engineer/Architect

Licensed Massage Therapist

Associate / Lead Dentist

Remote Financial Analyst (Mandarin-Speaking required)

Traveling Associate Dentist

UIT & Structured Products Trader

I want to receive the latest job alert for Trading

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected