Trader

Trader Itzen Bishop Financial Ontario, CA Job Details Full-time $80,000 - $90,000 a year 21 hours ago Benefits Health insurance 401(k) Paid time off Paid sick time Qualifications Trade execution in financial markets Spreadsheets Series 7 Bachelor's degree Attention to detail Organizational skills Securities law Practicing in the securities industry Series 63 Full Job Description Itzen Bishop Financial Ontario, CA Full-Time Job Summary Itzen Bishop Financial is seeking a Trader with 2+ years of experience to support the execution and management of client investment portfolios. This role focuses on timely and accurate trade execution, portfolio rebalancing, and coordination with advisors and investment leadership in a fiduciary wealth management environment. Responsibilities  Execute trades across equities, ETFs, mutual funds, and fixed income securities  Support portfolio rebalancing and model-based investment strategies  Monitor market conditions and assess execution timing and liquidity  Review trade orders for accuracy, suitability, and compliance with firm guidelines  Coordinate with financial advisors, portfolio managers, and operations staff  Manage trade allocations, corrections, and reconciliations  Maintain accurate trade documentation and records  Ensure compliance with SEC, FINRA, and firm policies  Assist with implementation of new investment strategies or platforms Qualifications  Bachelor's degree in Finance, Economics, Business, or a related field  2+ years of experience in trading, investment operations, or portfolio support  Working knowledge of securities markets and trade execution  Experience in a regulated financial services or advisory environment  Strong attention to detail and organizational skills  Proficiency with trading platforms, custodial systems, and Microsoft Excel Preferred Qualifications  Experience in wealth management or registered investment advisory (RIA) firms  Familiarity with model portfolios and rebalancing strategies  FINRA licenses (Series 7, 63, or 65) or ability to obtain  Progress toward CFA designation Benefits  Competitive salary based on experience  Performance-based incentive opportunities  Health, retirement, and paid time off benefitsNow c  Licensing and professional development support

Pay:

$80,000.00 - $90,000.00 per year

Benefits:

401(k) Health insurance Paid sick time Paid time off

Work Location:

In person