<p><strong>Interested?</strong> Apply today and send your resume via LinkedIn to <strong>JC del Rosario</strong> — I’d love to connect!</p><p><br></p><p><strong>About the Role</strong></p><p>We are seeking a motivated early‑career professional interested in both <strong>trading operations</strong> and progressing toward a <strong>Financial Advisor career path</strong>. This role provides hands‑on trading responsibilities combined with structured exposure to advisor development over the first several years. It’s an excellent opportunity for an individual looking to establish 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 requests.</li><li>Perform accurate data entry, trading documentation, and workflow updates in portfolio management and CRM systems.</li><li>Assist Advisors with investment research, meeting preparation, and ongoing professional development tasks.</li><li>Support operational processes related to portfolio oversight and account activities.</li></ul><p><strong>Why This Role Is a Great Opportunity</strong></p><ul><li>Clear pathway toward an <strong>Advisor development track</strong>, supported by training and mentorship.</li><li>Exposure to a range of responsibilities beyond trading, allowing for growth into advisory functions.</li><li>Competitive benefits package, including:</li><li>Medical, dental, and vision insurance</li><li>401(k) with 3% matching</li><li>PTO program with increased accrual after tenure</li><li>Standard company holidays</li><li>Opportunity to join a stable and steadily growing wealth management environment.</li></ul>

<p><strong>Want to know more? </strong>Apply today and send your resume via LinkedIn to<strong> JC del Rosario</strong> — let’s explore how this opportunity could be the right fit for your next career move.</p><p><br></p><p><strong>Required Qualifications</strong></p><ul><li>1–2 years of experience in <strong>financial services</strong>, preferably within an RIA, wealth management firm, or similar environment.</li><li>Bachelor’s degree in finance, economics, business, or a related field.</li><li>Interest in transitioning into an Advisor‑focused role over time.</li><li>Comfort with trading being the primary responsibility during the early years of the role.</li><li>Strong attention to detail, communication skills, and willingness to learn industry systems and processes.</li></ul><p><br></p><p><strong>Preferred Attributes</strong></p><ul><li>Curiosity about investment management and financial planning.</li><li>Ability to work independently during early‑morning market hours.</li><li>Professionalism when interacting with internal teams and clients.</li></ul>

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