Description Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!A Wealth Management Firm managing around 6 million in assets, located in the East Bay is looking for a Portfolio Trader to join their team. This firm provides excellent opportunities for career advancement. If you're eager to make a difference, apply now and contribute to ongoing success!Job Duties:
Prepare and maintain spreadsheets detailing potential and current client portfolios.
Execute client trades with precision and accuracy.
Rebalance client portfolios.
Generate and review detailed client's portfolio.
Handle client money movement requests in a timely manner.
Requirements
Requirements:
3+ years of experience in Wealth Management (no exceptions)
3+ years of trade operations experience.
CFA is a huge plus, but not required
Proven longevity in other roles.
Professionalism, dependability, integrity and trustworthiness with confidential info
Motivated self-starter, Deadline Orientated, Multi-task, Organized and excellent attention to detail
Great Benefits!
4% matching 401K contributions, Profit Sharing, and medical/dental/vision
Please apply here and reach Jennifer Fukumae on LinkedIn for prompt consideration!Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
