Trading Analyst - Wealth Management

St. Pete / Wealth Management / GrowthEnsure all your application information is up to date and in order before applying for this opportunity.This Jobot Job is hosted by: Katrina McFillinAre you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary: $65,000 - $75,000 per yearA bit about us:We are a leading WealthTech platform and the industry advocate for independent financial advisors. We are on a mission to help advisors achieve their entrepreneurial dream of building a more successful enterprise defined by their ability to deliver high-quality, customized financial advice to their clients.Why join us?We are a dynamic and fast-growing firm, having exceeded $100 billion in assets under management over the past decade. Our ambitious target is to reach $500 billion within the next three years. We seek individuals who are passionate about our mission to prioritize clients and empower advisors with greater independence.comprehensive health, dental, and vision insurance401(k) with company matchunlimited PTObonusFSA/HSA with company contributionsJob DetailsThe Operations team is responsible for the overall administration of the firm's turnkey asset management program (TAMP). You will play an integral role in ensuring the proper execution and maintenance of the trading platform. Experience with 55ip, Vestmark, Blackrock or background as a CSA with series 7 or series 66 is very desireable for this position.Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot's policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at /legal.

Created: 2025-10-04