Junior Wealth Advisory Trader - Portfolio Strategy & Execution

Adams Brown; Leawood (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Adams Brown, LLC in Leawood, KS, is seeking an Associate Wealth Advisory Trader to translate investment strategy into client accounts under the guidance of senior advisors. You will monitor markets, rebalance portfolios, and prepare trade documentation while supporting investment committee discussions.

This role requires a bachelor’s degree in business, finance, or related field, 0–2 years in financial services, and progress toward Series 7/66.

Qualifications

• Bachelor’s degree in business, finance, accounting, economics, or related field, or equivalent work experience with 0-2 years in financial services.
• Progress toward or willingness to obtain Series 7 and Series 66 licenses within a specified time range.

Responsibilities

• Assist in managing client portfolios under the supervision of the CIO.
• Manage, evaluate, monitor, and rebalance portfolios to achieve solid performance.
• Execute securities transactions in line with best execution policies.
• Prepare and maintain trade documents with data integrity.
• Participate in Investment Committee meetings for market insights and strategy.
• Collaborate with advisors to align portfolios with firm objectives.
• Ensure compliance with regulatory requirements and internal standards.
• Provide support for client communications and internal discussions.
• Research, analyze, and recommend investments.

Skills

Analytical skills

Investment fundamentals

Compliance awareness

Problem solving

Written/verbal communication

Self-starter / independent

Team collaboration

Computer skills

Feedback tolerance

Education

Bachelor’s degree in business/finance/economics

Job description

Adams Brown, LLC in Leawood, KS, is seeking an Associate Wealth Advisory Trader to translate investment strategy into client accounts under the guidance of senior advisors. You will monitor markets, rebalance portfolios, and prepare trade documentation while supporting investment committee discussions.

This role requires a bachelor’s degree in business, finance, or related field, 0–2 years in financial services, and progress toward Series 7/66.