About the RolePrivate Client Group at Equitable Advisors is one of the country's leading Wealth Management teams. We are seeking a talented Wealth Management Portfolio Trader to join our team. If you are excited to be part of a winning team, Equitable is a great place to grow your career.
We are looking for a Wealth Management Portfolio Trader to help us grow and deliver exceptional service to our clients.
What You'll Be Doing- Executing Equity Trades In Accordance with Portfolio Management Team Instructions
- Rebalancing Portfolios via Block Trading
- Managing Portfolio Drifting
- Cash Management
- Cash Inflows and/or Funding of Accounts
- Raising Cash for Client Distributions
- Analyzing and Researching Complex Proposals
- Tax-Loss Harvesting
- Asset Allocation Based on Risk Tolerance
This role requires full-time, in-office presence Monday through Friday, aligning with core hours (8:30 AM-5:15 PM EST) to ensure consistent, real-time support and a high-quality customer experience.
The base salary range for this position is $75,000 - $110,000. Actual base salaries vary based on skills, experience, and geographical location. In addition to base pay, Equitable provides compensation to reward performance with base salary increases, spot bonuses, and short-term incentive compensation opportunities. Eligibility for these programs depends on level and functional area of responsibility.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
QualificationsWhat You'll Bring- Knowledge / Experience in:
- Cash Management
- Management of Cash Inflows and/or funding of accounts
- Raising Cash for Client Distributions
- Tax-Loss Harvesting
- Managing Portfolio Drifting
- Coordinating with Portfolio Management Team
- Research
- Asset Allocation Based on Risk Tolerance
- Rebalancing Portfolios via Block Trading
- Experience in the Wealth Management and Investments field
- LPL Enhanced Trading and Rebalancing Platform (or Equivalent Tool)
- i.e. Fidelity Wealthscape Portfolio Modeling and Rebalancing
- Fully Licensed (SIE / S7 / S66)
- B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
- Excellent project management skills with ability to prioritize and track multiple tasks
SkillsAttention to Detail / Thorough: Must possess and display strong organizational skills be meticulous and precise execution and record keeping. Remains Accountable and Consistently Displays Ownership.
Emotional Mastery & Calmness: Remains composed under pressure, avoids panic, comfortable managing multiple priorities.
Self-Awareness & Continuous Learning: Maintains a learning mindset and seeks to better understand strategies, economic updates, and complex wealth management strategies.
Effective Communication & Teamwork: Clear and concise communication with Portfolio Management Team, Advisors, Clients, and Team.
