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Portfolio Trader: Rebalancing, Tax Harvesting & Cash Flow
Job in
St. Louis, Saint Louis, St. Louis city, Missouri, 63105, USA
Listed on 2026-08-22
Listing for:
Focus Partners Wealth
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Focus Partners Wealth is seeking a Portfolio Trader to join the Portfolio Onboarding and Trading Team. This role manages all portfolio and investment activities, implements investment strategy, and oversees cash balances, rebalancing, and tax-loss harvesting.
Daily, weekly, and monthly portfolio reviews are conducted to optimize client portfolios. The position involves working with RIAs and independent financial advisors, with a base salary in the $75,000–$80,000 range and potential bonus plus a
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