Remote Portfolio Trader - Wealth Management & Rebalancing
Focus Partners Wealth
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Benefits offered by this job
Job summary
Focus Partners Wealth seeks a Portfolio Trader to manage onboarding and trading for our wealth management teams in a partially remote role based in St. Louis, MO.
You will implement investment strategies, monitor cash needs, and perform regular reviews of portfolios to improve performance and tax efficiency. The role requires 2+ years in financial services, trading experience with equities and mutual funds, and familiarity with leading platforms such as Pershing, Charles Schwab Institutional, or
Qualifications
- 2+ years of experience in financial services.
- Experience working with RIAs and Independent Financial Advisors a plus.
- Equity and mutual fund trading experience; familiarity with major custodians a plus.
- Strong written and verbal communication skills; detail oriented.
Responsibilities
- Set up clients in rebalancing software and update targets when allocations change.
- Run rebalancing software to identify portfolios out of balance and actions needed.
- Manage cash flow: maintain cash thresholds and recurring contributions/distributions.
- Propose and execute plans for RMDs and client cash flows.
- Harvest losses and seek tax-efficient investment opportunities.
- Provide recommendations for accounts without discretionary management; deliver superior service to advisors.
Skills
Education
Tools
Job description
Focus Partners Wealth seeks a Portfolio Trader to manage onboarding and trading for our wealth management teams in a partially remote role based in St. Louis, MO.
You will implement investment strategies, monitor cash needs, and perform regular reviews of portfolios to improve performance and tax efficiency. The role requires 2+ years in financial services, trading experience with equities and mutual funds, and familiarity with leading platforms such as Pershing, Charles Schwab Institutional, or
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