Portfolio Trader: Rebalancing, Tax Harvesting & Cash Flow
$75k - $80kFocus Partners Wealth
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 #J-18808-Ljbffr Focus Partners Wealth
Vacancy posted 4 days ago
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