Portfolio Trader & Rebalancing Specialist
Job in
Joliet, Will County, Illinois, 60432, USA
Listed on 2026-07-14
Listing for:
Jobtailor
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Savant is seeking a Trading Associate to execute trades, monitor client portfolios, and optimize cash management in line with the firm’s investment strategy.
The role involves analyzing client needs, coordinating with custodians, and ensuring timely trade execution during market hours. Experience in trading or financial planning is preferred and a Series 65 license is expected or obtainable within a year.
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