Wealth Advisory Trader: Portfolio Strategy & Execution

AdamsBrown, LLC; Overland Park (KS); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Flexible work environment

Paid time off

Comprehensive benefits package

Equal Opportunity Employer

Job summary

Adams Brown, LLC seeks an Associate Wealth Advisory Trader to implement advisor guidance at the client level and translate strategy changes into specific accounts. The role may involve monitoring economic data, making recommendations to investment advisors, and reporting on portfolio performance.

The position involves potential client relationship management, cross-team collaboration, and ongoing participation in investment discussions to align portfolios with firm objectives.

Qualifications

• Bachelor’s degree or equivalent work experience with 0–2 years in financial services, including research and analysis of investment vehicles and portfolios.
• Progress toward or willingness to obtain Series 7 and Series 66 licenses within a specified time range is required.

Responsibilities

• Assisting in managing client portfolios consistent with the firm’s investment strategy guidelines under the supervision of the Chief Investment Officer.
• Manage, evaluate, monitor, and rebalance portfolios to ensure performance.
• Execute securities transactions in a timely and compliant manner.
• Prepare and maintain documentation for trades and transactions with data integrity.
• Participate in Investment Committee meetings for market insights and strategy discussions.
• Collaborate with advisors to ensure client portfolios align with firm objectives.
• Follow compliance procedures and maintain regulatory and internal documentation standards.
• May participate in the development of the investment strategy.
• Provide support for client communications and internal discussions.
• Research, analyze, and recommend investments aligned with client goals.

Skills

Analytical skills

Research ability

Communication skills

Independent work

Team collaboration

Education

Bachelor’s degree in business, finance, accounting, economics, or related field

Job description

Adams Brown, LLC seeks an Associate Wealth Advisory Trader to implement advisor guidance at the client level and translate strategy changes into specific accounts. The role may involve monitoring economic data, making recommendations to investment advisors, and reporting on portfolio performance.

The position involves potential client relationship management, cross-team collaboration, and ongoing participation in investment discussions to align portfolios with firm objectives.