Investment Trading & Reporting Associate (Entry-Level)

RMR Wealth Builders, Inc.

Scottsdale, Northern (AZ, KY)

Hybrid

USD 60,000 - 80,000

Full time

6 days ago

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Benefits offered by this job

401(k) with employer match

HSA with employer match

Paid vacation and holidays

Health, Dental, Vision, Life Insurance

Continuing education support

Job summary

RMR Wealth Builders, Inc. in Scottsdale, AZ is seeking a Trading & Reporting Specialist to join our Investment Management team in an in-person, full-time role.

This early-career position develops experience in trading, portfolio reporting, and wealth management, supporting trade execution, account monitoring, rebalancing, and reporting. You will gain hands-on exposure to investment strategies, model portfolios, and the firm’s trading processes.

Qualifications

Bachelor's degree preferred; relevant experience may substitute.
0–3 years in financial services, wealth management, investment operations, trading, or related field.
Interest in investment management and markets; strong analytical abilities; high attention to detail.

Responsibilities

Execute trade instructions in client accounts and assist with block trades.
Monitor accounts for rebalancing, cash management, and asset allocation needs.
Ensure trading systems and workflows process trades accurately; review discrepancies.

Skills

Analytical thinking

Attention to detail

Problem-solving

Communication skills

Team collaboration

Education

Bachelor's degree (Finance, Economics, Accounting, Business or related)

Tools

Excel

MS Office

CRM systems

Job description

RMR Wealth Builders, Inc. in Scottsdale, AZ is seeking a Trading & Reporting Specialist to join our Investment Management team in an in-person, full-time role.

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