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Equity Trader and Research Analyst at Allworth Financial - ApplyBlast

Equity Trader and Research Analyst

Allworth Financial

25 days ago

3.5 on Glassdoor

Cincinnati, Ohio, United States

Onsite

Full Time

Medior

0 applicants

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About this role

This role combines equity trading and research responsibilities, focusing on the execution of account-level rebalancing and tax-aware trading decisions within modeled client portfolios. The position also involves ongoing fundamental and sector-based research on assigned stocks to inform portfolio construction and model portfolio adjustments. The ideal candidate will exercise independent judgment while collaborating with the broader equity team to support investment decisions.

Responsibilities

Execute account-level rebalancing and exercise judgment on tax-aware gain and loss realization
Cover assigned sectors and screen individual names for potential inclusion in model portfolios
Monitor earnings and company developments to inform portfolio managers and shape holdings

Skills

Qualifications

Series 65

About Allworth Financial

allworthfinancial.com

Headquarters

Folsom, California, United States

Company Size

201-500 employees

Founded

1993

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Allworth Financial is a Registered Investment Adviser that provides customized, comprehensive financial planning and wealth management for individuals, families, and business owners. They deliver investment management, retirement planning, tax-aware strategies, estate planning, and ongoing financial guidance through a team of fiduciary, fee-based advisors. Allworth emphasizes tailored plans and long-term relationships, coordinating investments, taxes, and life goals to help clients pursue financial confidence.