Trading Analyst - Wealth Management

Location: Saint Petersburg
Posted on: June 23, 2025

Job Description:

St. Pete / Wealth Management / Growth This Jobot Job is hosted by: Katrina McFillin Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $85,000 - $105,000 per year A 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 insurance 401(k) with company match unlimited PTO bonus FSA/HSA with company contributions Job Details The 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, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. 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.

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