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Stock trader • west palm beach fl
Associate, Investments Trader
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Responsibilities
- Learn and understand how to perform rebalancing, trading, and other portfolio management tasks, consistent with our investment models and our investment philosophy
- Develop expertise in our trading system, Tamarac, working in tandem with other Traders, Advisors, and the Investment Team to maintain portfolio exposures
- Serve as a resource to Advisors for anything trading-related
- Work with other functional areas (, Client Services, Advisors, Technology) supporting client retention and growth
- Support portfolio management-related projects and research with Senior Traders and broader Investment Team members
Knowledge, Skills, and / or Abilities :
Education and / or Experience :
Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills cane in various forms. We're eager to learn about your unique talents and experiences.
We're part of NFP, an Aonpany, who is a multiple Best Places to Work award winner in Business Insurance. NFP is an organization of consultative advisors and problem solvers who helppanies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach.
What We Offer :
We're proud to offer apetitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $67,000 $98,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You... Better Together!
NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer. Job ID 22127689