Early-Career Wealth Advisor & Trading Specialist

Judson Group; San Jose (CA); Híbrido; USD 110.000 - 150.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Discretionary bonuses

Growth opportunities

Descripción de la vacante

Judson Group is seeking an Associate Advisor/Trading Specialist for a boutique wealth management firm. This role blends trading execution with financial planning and portfolio management, working closely with a Senior Advisor across diverse client needs.

You’ll oversee trading activity, participate in account transitions, and gain hands-on exposure to portfolio implementation while preparing for a lead advisor path over time.

Formación

• 2–5 years of experience in trading, investment operations, wealth management, or related field.
• Working knowledge of capital markets, investment products, and portfolio implementation.
• CFP coursework or progress is a plus.
• Strong attention to detail and ability to execute accurately in a fast-paced, high-volume environment.
• Experience with Excel and custodial platforms such as Fidelity or Schwab.

Responsabilidades

• Assist senior advisors with financial planning analysis, recommendations, and ongoing plan updates.
• Prepare for client meetings by gathering financial information, updating reports, and identifying planning opportunities.
• Help monitor client financial plans and track progress toward established goals.
• Respond to client requests and follow up on outstanding items to ensure a high-quality client experience.
• Execute portfolio rebalancing, model-driven trades, and investment changes across client accounts.
• Manage trading activity for new accounts transitioning into established portfolio strategies.
• Trade primarily individual securities, with exposure to ETFs, options, and other investment vehicles.
• Monitor orders, allocations, and trade records to ensure accurate, timely execution.

Conocimientos

Trading

Financial planning

Portfolio management

Attention to detail

Time management

Communication

Educación

CFP coursework progress

Herramientas

Excel

Trading platforms

Custodial platforms (Fidelity/Schwab)

Descripción del empleo

Judson Group is seeking an Associate Advisor/Trading Specialist for a boutique wealth management firm. This role blends trading execution with financial planning and portfolio management, working closely with a Senior Advisor across diverse client needs.

You’ll oversee trading activity, participate in account transitions, and gain hands-on exposure to portfolio implementation while preparing for a lead advisor path over time.