<p><strong>Interested? Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and discuss the opportunity further!</strong></p><p><br></p><p><strong>About the Role</strong></p><p>We’re looking for a motivated early‑career professional who’s excited about trading operations and interested in progressing toward a <strong>Financial Advisor</strong> career path. This role combines hands‑on trading responsibilities with a structured development track designed to build advisory skills over the first several years. It’s an excellent opportunity for someone seeking a long‑term career in wealth management, portfolio execution, and client advisory services.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Execute early‑morning portfolio trades based on internal instructions</li><li>Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems</li><li>Support Advisors with investment research, meeting preparation, and ongoing professional development activities</li><li>Assist with operational processes related to portfolio oversight and account maintenance</li></ul><p><br></p><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>A clearly defined pathway toward an <strong>Advisor development track</strong>, supported by training and mentorship</li><li>Broad exposure beyond trading, offering room to grow into client‑facing advisory functions</li><li>Opportunity to build your career within a <strong>stable, steadily growing wealth management firm</strong></li></ul><p><br></p>

<p><strong>Want to know more? Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore whether this opportunity is the right next step in your career.</strong></p><p><br></p><p><strong>Required Qualifications</strong></p><ul><li><strong>1–2 years of experience</strong> in financial services, ideally within an RIA, wealth management firm, or similar environment</li><li><strong>Bachelor’s degree</strong> in finance, economics, business, or a related discipline</li><li>Genuine interest in transitioning into an <strong>Advisor‑focused role</strong> over time</li><li>Comfort with <strong>trading as a primary responsibility</strong> during the early stages of the role</li></ul><p><strong>Preferred Attributes</strong></p><ul><li>Curiosity about <strong>investment management</strong> and <strong>financial planning</strong></li><li>Ability to work independently during <strong>early‑morning market hours</strong></li><li>Professional demeanor when working with internal teams and clients</li></ul>

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