Trader

Trader

Fully Remote • Rockford IL Headquarters - Rockford, IL; Atlanta GA - Atlanta, GA; Chicago IL Northcenter - Chicago, IL; Chicago IL Madison Ave - Chicago, IL; Hanover PA - Hanover, PA; Huntersville NC - Huntersville, NC; Knoxville TN - Knoxville, TN; Lancaster PA - Lancaster, PA

Overview

Salary Range $60,000.00 - $78,000.00 Salary/year Position Type Full Time Job Shift Day

Description

We're looking for a detail-oriented and analytical Trader to join Savant's Investment Team, where you'll play a key role in executing portfolio strategy, managing cash flow needs, and supporting a high standard of client service. This is an excellent opportunity for someone with trading or financial planning experience who thrives in a fast-paced environment, enjoys problem-solving, and wants to make a direct impact on portfolio management and operational efficiency.

In this role, you can expect to focus in the following areas:

• Process trades in client accounts consistent with Savant's investment strategy.
• Analyze clients' portfolios, identifying key areas that need to be altered according to strategy, asset location and tax needs.
• Largely responsible for cash management including properly investing cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) all according to the portfolio needs. Rebalancing the accounts as needed.
• Complete trades on time, during market hours and process Same Day trading requests.
• Place trade orders through custodians as well as process trades via telephone
• Be a specialist in Tamarac, Salesforce, Schwab, Fidelity, Raymond James, and TIAA sites and any other third-party sites as needed.
• Setup and maintain client cash and investment model information in the trading software.
• Analyze trading data and look to improve efficiency and reduce costs.
• Stay informed about market trends, news, and economic developments that may impact trading strategies.
• Communicate respectfully and efficiently with CSRs and Advisors on client account inquiries.
• Maintain a working knowledge of Savant's investment philosophy, portfolio construction and appropriate model securities.
• Prepare and update as necessary documentation for processing trades.
• Provide consistent, thorough, and accurate communication to all parties involved with trading requests.
• Support the investment research team as needed.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as requested.

A couple things to note about our Trader position:

• This is a remote position; however, candidates must reside within driving distance of a Savant office and be available to travel to the office as business needs require.

Qualifications

The Trader position typically requires the following qualifications:

• Bachelor's Degree required from an accredited college or university; Business Administration, Finance, Accounting or Mathematics preferred.
• 1-3 years proven success in a similar role Financial Planning or Trading experience strongly preferred
• Series 65 license or able to obtain within one year of employment.

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $60,000 - $78,000 with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving our team a shared stake in our long-term success

Our Total Rewards

Core Benefits (Effective Day One):

• Medical, dental, and vision coverage with multiple plan options
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

• 401(k) with company match (Roth and Traditional options)
• Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

• Generous paid time off, plus at least 10 paid holidays
• Annual "Savantiversary" day
• Summer Hours (shorter work weeks during the summer)
• Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.