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Trader Associate

Job

Confidential

Daytona Beach, FL (In Person)

Full-Time

Posted 4 weeks ago (Updated 2 days ago) • Actively hiring

Expires 8/4/2026

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Job Description

Established growth-oriented Wealth Management firm looking to hire client service associate with primary role as internal trader. Seeking a full-time candidate with high interest in financial markets, wealth management and financial planning.
Responsibilities include:
Execute portfolio trades Implement effective trading strategies Research and resolve any trading issues Manage cash and fund transfers Involvement in investment proposal implementation Conducting product, market, and client research Reporting and analysis Regularly monitoring portfolios to ensure that they are guideline compliant Keeping abreast with changes in the financial market Proven customer service, client support and problem resolution skills Co-ordination with Operations and Service Team Working with software company on system development
Preferred Qualifications:
Proven academic excellence Strong quantitative/analytical skills Attention to detail and client focus Robust time management and organization skills Effective oral and written communication Adaptable to fast paced environment Ability to think independently and work collaboratively Technological proficiency Knowledge of Eclipse trading platform through Orion desired Series 65 or CFP license required
Job Type:
Full-time Benefits:
401(k) Health insurance Paid time off
License/Certification:
Series 65 or CFP (Preferred)
Work Location:
In person