Portfolio Trader

Portfolio Trader TSG Wealth Management Long Beach, CA Job Details Full-time $80,000 - $100,000 a year 16 hours ago Benefits Health savings account Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Employee assistance program Vision insurance 401(k) matching Employee discount Professional development assistance Opportunities for advancement Life insurance Referral program Retirement plan Qualifications Teamwork Interpersonal skills Series 66 Series 7 Attention to detail Securities Industry Essentials Practicing in the securities industry

Full Job Description Job Title:

Portfolio Trader Location:

Long Beach, California or existing TSG location Position Overview TSG is seeking a Portfolio Trader to join our larger trading team. This position will assist with Trader duties across the practice and work with all 24 offices directly. The Portfolio Trader must build strong relationships with all TSG team members to ensure continuity of purpose across the practice. Portfolio Trader team members help to manage and trade our proprietary managed portfolios on a day-to-day basis, execute block equity trades, and handle fixed income transactions. Traders also liaise directly with Financial Advisors and Relationship Managers and participate in client meetings. Traders build relationships internally with Account Managers, Product Managers, Legal and Compliance counterparts, Operations teams, and other Portfolio Traders in addition to participating in internal strategy meetings. On a day-to-day basis, Portfolio Traders are routinely encouraged to provide creative solutions and develop key tools and reporting methods to support our Advisors. Key Responsibilities

• Perform managed account trades within our proprietary strategies.
• Delivering service on proprietary Advisory traded accounts, including re-balancing and updating strategies, and performance reporting.
• Execute trades across multiple platforms, including equity, fixed income and alternative investments.
• Contribute to Investment Team discussions and decision making.
• Communicate with clients and advisors regarding portfolio holdings, strategy, and investment outlook.
• Accomplish necessary operational and compliance activities.
• Perform additional duties related to advisor and client education. Qualifications
• Series 7 and 66 registrations are required.
• 3+ Years of industry experience with at least one year of trading or operational experience
• Ability to work within a fast-paced and dynamic environment.
• Demonstrated ability to communicate effectively with clients and colleagues.
• Mastery of the Microsoft Tools suite, specifically Excel
• Extreme Attention to Detail
• Ability to think Outside of the Box
• Enthusiastic about markets Why Join Us?

At TSG Wealth Management, we place clients at the center of everything we do. We value diversity, equity, and inclusion, and strive to create a workplace where every team member feels respected, supported, and inspired.

What Makes Our Team Unique Mentorship & Training:

Work closely with senior advisors, benefit from firm‑wide training programs, and learn directly from seasoned relationship managers. Fast‑

Paced & Entrepreneurial Environment:

We welcome new ideas and encourage associates to contribute to improving processes and operating models.

Culture of Accountability:

We value integrity, reliability, and the trust our clients place in us.

Open, Collaborative Team:

We foster open discussions, shared problem‑solving, and a supportive environment where every voice is heard.

Growth Potential:

Clear opportunities for personal and career advancement as you develop your skills and experience.

Benefits Include:

Top‑tier compensation Health insurance 401(k) match Supportive, goal‑oriented team culture Opportunities for professional development and advancement Community engagement and volunteer initiatives Fun, inclusive work environment

Salary Range:

• Base salary is $80,000 with performance bonuses that can bring your total comp up to $100,000.

Additional Requirements Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite may also be required Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member

SIPC. TSG

Wealth Management is a separate entity from WFAFN.

Job Type:

Full-time Pay:

$80,000.00 - $100,000.00 per year

Benefits:

401(k) matching Dental insurance Employee assistance program Employee discount Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Tuition reimbursement Vision insurance

Work Location:

In person