<p><strong>Interested?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — I’d love to connect and discuss the opportunity in more detail!</p><p><br></p><p><strong>About the Role</strong></p><p>We’re seeking a motivated early‑career professional who’s excited about trading operations and eager to grow into a Financial Advisor career path. This role blends hands‑on trading responsibilities with a structured development program designed to build advisory expertise over your first several years. It’s an excellent fit for someone pursuing 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 trading instructions</li><li>Perform accurate data entry, trading documentation, and workflow updates within portfolio management and CRM systems</li><li>Support Advisors with investment research, meeting preparation, and ongoing professional development tasks</li><li>Assist with operational processes related to portfolio oversight, account administration, and client service workflows</li></ul><p><br></p><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>A clearly defined pathway into an Advisor development track, supported by training and mentorship</li><li>Broad exposure beyond trading, with opportunities to grow into client‑facing advisory responsibilities</li><li>Build your career within a stable, well‑established, and steadily growing wealth management firm</li></ul>

<p><strong>Want to know more?</strong></p><p>Apply today and share your resume via LinkedIn with <strong>JC del Rosario</strong> — let’s connect and explore whether this opportunity is the right next step in your career.</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>Bachelor’s degree in <strong>finance, economics, business</strong>, or a related field</li><li>Genuine interest in transitioning into a <strong>client‑facing Advisor role</strong> over time</li><li>Comfort with <strong>trading as a primary responsibility</strong> during the early stages of the position</li></ul><p><br></p><p><strong>Preferred Attributes</strong></p><ul><li>Curiosity and enthusiasm for <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 interacting with internal teams and clients</li></ul>

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