Job summary
Job post source
This job is directly from Wealthspire Advisors
Job overview
The Associate, Investments Trader role at Wealthspire Advisors involves supporting trading and portfolio management tasks to maintain portfolio exposures and assist Advisors, contributing to the firm's investment strategies.
Responsibilities and impact
The role includes learning and performing rebalancing and trading tasks, developing expertise in the Tamarac trading system, supporting Advisors with trading-related queries, collaborating with other departments to support client retention and growth, and assisting with portfolio management projects and research.
Compensation and benefits
The position offers a competitive salary range of $67,000 to $98,000, paid time off, holidays, 401(k) with match, health and wellness programs, exclusive discounts, and potential performance-based incentives.
Experience and skills
Candidates should have 1-5 years of relevant experience, a bachelor's degree in finance or related field, proficiency in Microsoft Office, strong interpersonal and analytical skills, and knowledge of trading software like Tamarac is a plus.
Career development
The role provides exposure to senior management, internal investment personnel, and Advisors, offering opportunities to develop trading expertise and portfolio management skills within a collaborative team environment.
Work environment and culture
Wealthspire Advisors promotes a PeopleFirst culture focused on lifelong employee relationships, inclusivity, integrity, adaptability, and collaboration in a dynamic industry environment.
Company information
Wealthspire Advisors is an independent registered investment advisory firm based in New York City with $29 billion in assets under management, serving clients across 24 offices in 13 states, and is part of NFP, an Aon company recognized for its workplace culture.
Team overview
The candidate will join a relatively small but critical Trading Team within the Investment Team, working closely with Traders, Advisors, and senior management.
Job location and travel
The job is based in New York City with no specific mention of remote or travel requirements.
Unique job features
The position offers immediate exposure to senior investment personnel and Advisors, involvement with advanced trading systems like Tamarac, and a role that blends trading with portfolio management and client service support.
Company overview
Wealthspire Advisors is a financial advisory firm that provides comprehensive wealth management services, including investment management, financial planning, and estate planning. They generate revenue through advisory fees based on a percentage of assets under management. The company has a history of mergers and acquisitions, notably merging with Sontag Advisory in 2019, which expanded their footprint and service offerings. Wealthspire Advisors is known for its client-centric approach, leveraging a team of experienced advisors to deliver personalized financial solutions.
How to land this job
Position your resume to highlight any experience or coursework related to portfolio management, trading systems like Tamarac, and financial analysis to align with Wealthspire Advisors’ focus on asset allocation and trading.
Emphasize your adaptability, teamwork, strong analytical skills, and proficiency with Microsoft Office, especially Excel, as these are key skills mentioned in the job description.
Apply through multiple channels including Wealthspire Advisors’ corporate careers page, LinkedIn, and other job boards where the position is listed to maximize your application visibility.
Connect on LinkedIn with members of the Investment and Trading teams at Wealthspire Advisors; start conversations by referencing recent market trends, asking about their experience with Tamarac, or expressing enthusiasm for their collaborative team culture.
Optimize your resume for ATS by incorporating keywords from the job description such as 'portfolio management,' 'trading,' 'Tamarac,' 'asset allocation,' 'analytical skills,' and 'team collaboration' to improve your chances of passing initial resume screenings.
Utilize Jennie Johnson's Power Apply feature to automate tailored resume submissions, identify multiple application sources, and uncover LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and skill enhancement.
Jennie Johnson works for you!
Here’s what we do to make sure you’re successful:
Targeted Resume Revamp:
We expertly craft your resume to navigate Applicant Tracking Systems (ATS) and showcase your qualifications, making you stand out as a top-tier candidate.
Job Description Dissection:
Unpack the job posting with expert analysis, ensuring your application hits every key requirement.
Bespoke Cover Letter:
Capture the attention of hiring managers with a personalized cover letter that highlights how your skills align perfectly with the job's needs.
Interview Mastery:
Prepare for interviews like a pro with likely questions, strategic answers, and insightful questions for you to ask, setting you apart as an informed candidate.
Direct Application Insights:
Receive tailored advice on the best places to apply, ensuring your applications are seen by the right employers.
Skills and Gaps Assessment:
Identify and close critical skills gaps to position yourself as the best-fit candidate for your ideal job.
Personalized Email Pitch:
Make a memorable first impression with an email template crafted to engage potential employers and initiate meaningful conversations.
In-depth Research Guide:
Leverage comprehensive research tools to gather effective insights on companies, industry trends, and role-specific challenges.
Detailed Company Analysis:
Gain in-depth understanding of your prospective employer, giving you the edge in applications and interviews.
Strategic Candidate Overview:
Understand your unique value and why companies would want to interview you, highlighting your background and positioning.