Trading Associate: UMA & Equity Trade Specialist
Beacon Pointe Advisors LLC
Beacon Pointe Advisors is seeking a Trading Associate for our Scottsdale, AZ office to support the Central Support team in executing mutual fund, ETF, and equity trades through Schwab, Fidelity, or SEI. You will research inquiries and help resolve complex account issues, ensuring timely service to high-net-worth clients and advisors. You will assist with UMA operations via Envestnet, document policies, and collaborate with teams on process improvements. #J-18808-Ljbffr Beacon Pointe Advisors LLC
Vacancy posted 3 days ago
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