Portfolio Trader
Focus Partners Wealth(11 days ago)
About this role
Focus Partners Wealth is seeking a Portfolio Trader responsible for managing investment activities, implementing strategies, and conducting portfolio reviews within a hybrid work environment. The role involves managing cash flows, rebalancing portfolios, and providing client service to support wealth management objectives.
Required Skills
- portfolio Management
- Rebalancing Software
- Cash Flow Planning
- Mutual Funds
- Investment Strategies
- Customer Service
- Microsoft Applications
- Tax Loss Harvesting
- Portfolio Review
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
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