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© All Rights Reserved. ApplyBlast.com
mutual group
The Trading Specialist supports daily trading operations by executing and managing trades across various financial instruments in accordance with advisor models and instructions. This role involves portfolio rebalancing, troubleshooting trade-related issues, and assisting with cash management and tax-loss harvesting activities. The position requires a self-starter who can work efficiently under pressure while contributing to process improvements and advisor onboarding.
Headquarters
Camarillo, California, United States
Company Size
51-200 employees
Founded
1982
Mutual Group is a platform for independent fee-based financial advisors. It provides personalized registered investment advisor (RIA) and broker-dealer solutions. The company empowers advisory firms with tailored compliance, technology, operations, and staffing support to simplify growth and let advisors focus on what matters. It emphasizes flexibility and ongoing support to grow your business, your way.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for mutual group.
43% below the average for this role