Trader - Analyst Path for RIA Firm!

Description

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

Are you interested in markets and looking for a role in Wealth Management?

An established Registered Investment Advisory (RIA) firm in San Ramon is seeking a Trading Associate to join its collaborative team. This role works closely with Financial Advisors and internal stakeholders, with no direct client-facing responsibilities. It's a great opportunity to gain hands-on exposure to Wealth Management while learning from and supporting an experienced team of Analysts.

Responsibilities:

• Serve as the primary point of contact for trade execution, processing trade requests submitted by advisors accurately and efficiently

• Execute an average of 40–80 trades per day across custodial platforms including Schwab and Fidelity

• Ensure precise trade entry and maintain high standards of data integrity throughout the process

• Partner with custodians’ trading desks to resolve trade discrepancies, errors, and execution issues in a timely manner

• Monitor trade activity and escalate any irregularities or operational risks as needed

• Support the investment team and Analyst with ad hoc projects, reporting, and process improvements

Requirements

• 1+ year of experience in data entry or within financial services preferred

• Strong attention to detail, with the ability to accurately handle high-volume transactions and large numerical data

• Highly reliable and accountable in a remote work environment, with the ability to manage time-sensitive trade requests independently

• Interest to trading and markets is a huge plus!

• Bachelor’s degree required

• Preferred: familiarity with custodial platforms such as Schwab or Fidelity

Sells:

• Medical/Dental/Vision

• 401k (3% matching)

• PTO + Standard Holidays

• Growing firm and has been established for 30 years!

Jennifer Fukumae is a direct-hire recruiter specializing in Financial Services, partnering with firms and professionals to connect top talent with the right opportunities. Reach out via LinkedIn or email to start a conversation.

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.

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