Signaladvisors

Signaladvisors

Trader

Remote (United States) · Full-time

Sponsorship not specifiedDetected 4 days ago
ExcelProcess ImprovementCollaboration

About the role

  • 69% of Americans do not work with a financial advisor today, and only a quarter have a financial plan.
  • Supported by our incredible investors, we've grown from a small Detroit-based team in 2020 to over 120+ team members dispersed across the country.
  • This critical role is responsible for the sophisticated management and execution of investment portfolios, ensuring optimal trade execution, and robust risk management.

Responsibilities

  • Invest and manage on an on-going basis client accounts into advanced investment strategies across multiple custodial platforms.
  • Our team is a blend of industry experts and technologists building a better business, together.
  • The Trader will also play a pivotal role in expanding our client base through strategic onboarding, delivering exceptional client service, and providing essential support to the Head of Trading.

Requirements

  • You are proactive in identifying and tackling challenges, seeing projects through to successful completion.
  • WHAT YOU HAVE 5+ years of trading experience at a TAMP (Turnkey Asset Management Program) or RIA (Registered Investment Advisor) in the wealth management industry, demonstrating a strong track record of success.
  • Strong working knowledge of major custodians like Charles Schwab and Fidelity.
  • Demonstrated ability to quickly learn and adapt to new technologies, with a passion for process improvement and efficiency gains.

Nice to have

  • Series 65 / 66 or other industry designations are strongly preferred, or ability to obtain within 90 days of hire.
  • Experience trading within Orion's Eclipse is strongly preferred.

Compensation

  • The US base salary for this full-time position is determined by role, level, and location.
  • Individual pay is determined by work location and additional factors, including interviews and a review of education, experience, knowledge, skills, abilities of the applicant, equity with other team members, and alignment with market data.

Benefits

  • Collaborate extensively with the trading team, taking initiative in standardizing trading procedures, optimizing workflows, and ensuring comprehensive trading coverage.
  • Signal Advisors is on a mission to solve the retirement crisis.
  • Our team is reimagining a 60-year-old industry-bringing new technologies, comprehensive services, and an inspired vision to financial advisors.
  • Entrepreneurial Champions.
  • Are you looking to be part of a dedicated, dispersed team where you can architect your impact and shape the company's vision?
  • WHAT WE'RE LOOKING FOR IN TEAM MEMBERS 💪 Executor You thrive in a fast-paced environment, capable of translating strategic vision into tangible results.
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This listing is sourced directly from Signaladvisors's careers page and normalized into a canonical job model.