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Now viewing: Jr Trading Associate - Wealth Management Firm

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Robert Half

Jr Trading Associate - Wealth Management Firm

Entry-Level JobVerifiedNo experience needed

Pay: Not specified

Posted: 5 days ago

Location: San Ramon, CA (Onsite)

Last Updated: 3 days ago

Hours: Full-Time

Expires: 12/1/2026

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Job Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation. Are you interested in markets and looking for a role in Wealth Management? An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of advisors.

Responsibilities:

Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficientlyExecute an average of 40-80 trades per day across custodial platforms including Schwab and FidelityEnsure precise trade entry and maintain high standards of data integrity throughout the processPartner with custodians' trading desks to resolve trade discrepancies, errors, and execution issues in a timely mannerMonitor trade activity and escalate any irregularities or operational risks as neededSupport the investment team and Analyst with ad hoc projects, reporting, and process improvements