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Wealth Transactions & Trading Specialist

Job in Bentonville, Benton County, Arkansas, 72712, USA
Listing for: RIA Recruiting
Full Time position
Listed on 2026-08-18
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Banking & Finance
Salary/Wage Range or Industry Benchmark: 70000 - 85000 USD Yearly USD 70000.00 85000.00 YEAR
Job Description & How to Apply Below

Tempo Wealth, a fast-growing fee-only financial planning firm based in Independence, Ohio, seeks a Client Transaction Coordinator / Trader to join our expanding team and manage client accounts and workflows. This role executes all client account transactions and trading, ensuring timely, accurate processing of trades, money movements, Roth conversions, and custodial actions across custodians.

This position can be hybrid after a training period in the office, offering a generous benefits package,

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