Top 2374 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
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- Full-time
- Mid-level
- Office
- Financial services
Bilingual Chinese Financial Advisor
New York Life —Flushing, NY
- $100,000 - $200,000 a year
- Full-time
- Bilingual
- Office
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Private Client Advisor
Trucordia —Philadelphia, PA
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Financial Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
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Private Client Advisor
Trucordia —Bethany Beach, DE
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
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Private Client Advisor
Trucordia —Cockeysville, MD
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Associate Private Wealth Advisor
The Bahnsen Group LLC —Phoenix, AZ
- Full-time
- Mid-level
- Office
- Business development
- 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 Client Advisor
Trucordia —Ocean City, MD
- Full-time
- Hybrid work
- Marketing
- Mid-level
- Bachelor's degree
- Health savings account
- AD&D insurance
Quick Apply
Client Relationship Executive (Private Equity)
CohnReznick —New York, NY
- $200,000 - $300,000 a year
- Hybrid work
- 11+ years
- Office
- Bachelor's degree
- Paid time off
- Parental leave
Wealth Advisor
Boutique Recruiting —Salt Lake City, UT
- $100,000 - $150,000 a year
- 5 years
- Business development
- Bachelor's degree
- Health insurance
Quick Apply
Private Client Banker - South End, MA
JPMorganChase —Boston, MA
- $25.00 - $32.69 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Financial Advisor
Szarka Financial —North Olmsted, OH
- From $100,000 a year
- Full-time
- Background check
- Sales
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
6d
Director of Investments
Empowered Staffing —Skokie, IL
- Full-time
- CPA
- Office
- Finance
- Health insurance
Quick Apply
VP, Sr. Loan Review Officer / VP, Loan Review Officer
Cathay Bank —El Monte, CA
- $114,800 - $177,500 a year
- Full-time
- Microsoft Excel
- 5 years
- Office
- Health savings account
- Disability insurance
Quick Apply
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
Investment Counselor (Financial Advisor Alternative)
Fisher Investments —Camas, WA
- $80,000 - $135,000 a year
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
12d
Wealth Advisor - California
Zions Bancorporation —Los Angeles, CA
- $75,000 - $125,000 a year
- Analysis skills
- Bachelor's degree
- Computer skills
- Profit sharing
- Paid training
Financial Advisor
Harborline Wealth Advisors —Saco, ME
- $80,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- US work authorization
- Experience equivalent to degree accepted
- 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

private client advisor jobs

Trader

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