Trader
787 N. west St. Wichita, KS 67203 US
Job Description
Is it time? Time to join an industry leading financial advisory firm? Work with national leaders, executing trades for clients that command excellence and returns. Sure, most firms can claim relationships, but do they truly drive industry leading results because of team, systems and your contribution to exceeding expectations each and every day.
If you’re ready to WIN on a team that’s truly great, not just good, providing results, not just golf rounds, please engage us in a confidential conversation. Our client is looking for the best of the best and we’d love to help them find YOU.
What You’ll Do
As a Trader at our clients Financial Advisory Group, you’ll step into a hands-on, high-responsibility role at the heart of our investment operations. You’ll be the go-to expert who ensures our advisors and clients experience seamless, accurate, and strategic trading support, all while helping shape the investment direction of one of the region’s most rapidly growing advisory firms.
Your day-to-day will keep you engaged and growing as you:
- Drive the execution, setup, and ongoing management of portfolio models, ensuring they operate at peak precision.
- Collaborate with a high-performing Portfolio Management Team on rebalancing, tax-loss harvesting, model updates, and large-scale transition projects that touch portfolios across the enterprise.
- Monitor portfolios, identify variance, troubleshoot alerts, and proactively resolve issues before they hit an advisor’s radar.
- Work directly with advisors to deliver speedy, accurate ad-hoc trades and asset movements that keep client plans on track.
- Contribute to market, security, and portfolio research—you’ll be more than “the trader”; you’ll be a true part of the investment brain trust.
What We’re Looking For
You love the markets. You’re energized by fast-moving environments. And you thrive when precision, collaboration, and clear decision-making are the name of the game.
Required Qualifications
- Bachelor’s degree in business, finance, accounting, or related field (or equivalent experience)
- FINRA SIE, Series 7, and Series 63
- 3–5 years of experience in wealth or investment management
- Advanced Excel skills and strong Microsoft Office proficiency
Preferred Qualifications
- Familiarity with Envestnet trading tools (Worksheet, Folio, Tamarac)
What Makes You a Standout
- Hungry for personal and professional growth
- A strong, inclusive communicator who collaborates with ease
- Someone who welcomes and gives helpful feedback
- A trusted steward of sensitive information
- Exceptional communicator with strong interpersonal skills
- Analytical, curious, and eager to solve problems
- Deep understanding of financial markets, instruments, and trading strategies
- Data-driven thinker with the ability to interpret trends and make sound decisions
- Highly organized with sharp attention to detail
- Comfortable with CRMs and technology-forward platforms
Why Join Us
At our clients Financial Advising Firm, we’re not just growing, we’re accelerating! This is your chance to join a firm where innovation is encouraged, collaboration is standard, and your career has room to stretch and thrive.
Why you’ll love being here:
- Your impact is visible, your trading work directly shapes client outcomes.
- You’ll work with a tight knit, nationally integrated investment team committed to excellence.
- You’ll have real pathways for upward mobility and skill expansion.
- You'll help serve emerging affluent, high-net-worth clients giving you exposure to complex investment needs.
- You’ll be part of a culture that values integrity, continuous learning, innovation, and team support.
- You won’t just be filling a position; you’ll be building a legacy with us.
Don’t wait, apply now and step into a trading role where your skills will shine, and your growth will accelerate!
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