Portfolio Trader

Focus Partners Wealth(12 days ago)

HybridFull TimeMedior$75,000 - $95,000Wealth Management

About this role

Focus Partners Wealth is seeking a Portfolio Trader to manage client investment activities and implement investment strategies. The role involves portfolio review, rebalancing, cash flow management, and providing customer service to financial advisors. The position offers hybrid work flexibility and contributes to personalized wealth management solutions.

View Original Listing

Required Skills

Portfolio Management
Rebalancing
Cash Management
Investment Strategies
Financial Software
Mutual Funds
Client Service
Trade Execution
Excel
Financial Planning

Qualifications

Bachelor’s Degree
Two Years of Experience in Financial Services

About Focus Partners Wealth

focuspartners.com

Focus 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.

View more jobs at Focus Partners Wealth →