Portfolio / Equity Trader - Producer Assistant

Portfolio / Equity Trader - Producer Assistant ( 260000JA )

Primary Location : UNITED STATES-FL-Miami

Organization : Equitable

Schedule : Full-time

At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives - a mission we’ve honed since 1859.

About the Role

Private 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 (https://portal.equitable.com/appentry/EDoxRedirect?node\_id=A2023013000001)

What 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

Skills

Attention 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.

About Equitable

At Equitable, we’re a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.

We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.

We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.

We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

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Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.

NOTE: Equitable participates in the E-Verify program.

If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at [email protected] .

Req ID: 260000JA