Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Trading Specialist: Precise Portfolio Execution

Steward Partners

Steward Partners in Danville, California, is seeking a Trader to execute investment transactions and manage portfolios within an Investment Advisor Representative (IAR) practice. This role prioritizes adherence to established investment strategies and regulatory compliance. The ideal candidate will have a Bachelor's degree in a relevant field and 2-3 years of trading or investment operations experience. We offer a supportive environment for delivering multifaceted financial solutions. #J-18808-Ljbffr Steward Partners

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Trading Specialist: Precise Portfolio Execution in Danville, CA vacancy
  •  ...reimbursement Position Responsibilities Responsible for achieving customer objectives, execution metrics, and company targets by partnering with assigned retail locations to grow portfolio of spirits brands. Focused on building strong business partnerships, executing... 
    Suggested
    Local area
    Monday to Friday

    Reyes Holdings, L.L.C.

    Hayward, CA
    1 day ago
  • Overview The Wealth Management Associate is often the first point of contact with clients...  ..., financial plans and investment portfolios. Under the direction of the Financial Advisor...  ...Wealth Advisors Works with clients on the execution of orders in Brokerage and Advisory... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Local area

    Morgan Stanley

    Pleasanton, CA
    1 day ago
  •  ...Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office....  ...associates in the research, review and execution of sensitive and/or high priority investment...  ...internal systems including the firm’s portfolio management database (Tamarac). Developing... 
    Suggested
    Work experience placement
    Work at office

    Beacon Pointe

    Pleasant Hill, CA
    3 days ago
  • $86.1k - $107.2k

     ...Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth...  ...Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting... 
    Suggested
    Contract work
    For contractors
    For subcontractor
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Partners Wealth

    Walnut Creek, CA
    3 days ago
  • $75k - $165k

     ...territory for this role includes accounts in California, Nevada, and Hawaii. This role will be filled at either the Underwriting Specialist or Executive Underwriter, Core Contract Surety level. The hiring manager will determine the appropriate level based upon the selected... 
    Suggested
    Full time
    Contract work
    Temporary work
    Apprenticeship
    Work at office
    Local area
    Remote work
    Visa sponsorship

    Zurich North America

    Walnut Creek, CA
    8 hours ago
  •  ...realize their greatest potential. Title and Summary Senior Specialist - Portfolio Health We are looking for a passionate product manager...  ...applications. The successful candidate will be responsible for executing the product strategy, guiding the product development teams... 
    Full time
    Worldwide

    Mastercard

    Dublin, CA
    a month ago
  •  ...for residents, promote community and enhance the local economy. Specialist will be responsible for the planning, organizing and...  ...working with independent contractors and outside organizations to execute events in the Town. This includes, but is not limited to: managing... 
    Contract work
    For contractors
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Town of Danville (California)

    Danville, CA
    3 days ago
  • $75k - $90k

     ...of traffic to your external career site.Trades Specialist – San Jose, CA page is loaded## Trades...  ...mechanics, purchasing, etc.), how they execute the purchasing process (central and facility...  ...paths.* **Learn:** Have access to a wealth of learning resources, including our... 
    Local area

    Stanley Black & Decker

    Hayward, CA
    7 hours ago
  •  ...status quo and transform the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment advisory...  ...customized financial planning support and address foundational portfolio needs. This role is ideal for someone who thrives in a fast-moving... 
    Work at office

    Charles Schwab

    Walnut Creek, CA
    19 hours ago
  • $80k - $85k

     ...Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to...  ...strategies and monitor risk tolerance. Collaborate with Portfolio Management for portfolio approval, trade recommendations, and tax loss harvesting. Master FPW’... 
    Work at office
    Remote work
    3 days per week

    Focus Financial Partners Inc.

    Walnut Creek, CA
    3 days ago
  • $20 - $25 per hour

     ...HIRING IMMEDIATELY at Mendocino Farms! NOW HIRING A CATERING SPECIALIST! Make up to $20.00 - $25.00 / hr including tips! We're...  ...Team and work closely with catering clients. Manage the daily execution of all catering orders. Complete daily sales building tasks to... 
    Bi-weekly pay
    Full time
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work

    Mendocino Farms

    San Ramon, CA
    3 days ago
  • $140.47k - $190.04k

     ...Senior Oncology Specialist Join Amgen's Mission of Serving Patients At Amgen, if you...  ...cancer patients, Amgen continues to grow its portfolio of innovative and biosimilar oncology...  ...and experience to: Create and execute on a comprehensive territory plan, which... 
    Local area
    Remote work
    Flexible hours

    Amgen

    Walnut Creek, CA
    5 days ago
  •  ...Senior Oncology Specialist Let's do this. Let's change the world. In this vital role you...  ...cancer patients, Amgen continues to grow its portfolio of innovative and biosimilar oncology...  ...and experience to: Create and execute on a comprehensive territory plan, which... 

    National Guard Employment Network

    Walnut Creek, CA
    3 days ago
  • $81k - $121.8k

     ...for our teams. General Purpose The Sr. Specialist serves as a key contributor to the...  ...Leadership Team with visibility to project portfolio, update stakeholders on project status,...  ...Effectively Ensures Accountability and Execution Manages Conflict Business Business... 
    Work at office
    Local area
    Remote work
    Night shift

    Ross Stores, Inc.

    Dublin, CA
    3 days ago
  • $35 - $43 per hour

     ...for global change. We have a diverse portfolio across the ZEISS family in...  ...position is located in Dublin, CA. Role Trade Show & Events Specialist. You will work with an astonishing team...  ...analyze the entire planning process and execute preventative measures to ensure... 
    Hourly pay
    Local area

    ZEISS Group

    Dublin, CA
    1 day ago
  • $79.2k - $124.7k

     ...Cardiovascular Disease Specialist As a Cardiovascular Disease Specialist, you will drive...  ...will collaborate closely with Account Executives, Integrated Delivery Systems leaders,...  ...knowledge and certifications for the company's portfolio. Conduct balanced and compliant... 
    For contractors
    Work experience placement
    Local area
    Remote work
    Relocation
    Visa sponsorship
    Flexible hours
    Shift work
    Night shift

    Merck

    Concord, CA
    7 days ago
  • HighTower Advisors, LLC is seeking an Associate Wealth Advisor in San Ramon, CA, who excels in communication and is driven to support clients effectively. Your tasks will include onboarding new clients, preparing investment proposals, and aiding in advisory operations.... 

    HighTower Advisors, LLC

    San Ramon, CA
    3 days ago
  • $155k - $170k

     ...implementation program. This role focuses on day-to-day contract management and supplier performance oversight, ensuring agreements are executed effectively and deliver expected business value. You will work closely with program leadership, legal teams, and vendors to... 
    Contract work
    Relocation package

    Gravity IT Resources

    San Ramon, CA
    3 days ago
  •  ...Calif,80-120k package including monthly bonuses Duties Perform precise assembly of optical and opto‑mechanical components using...  ...including interferometers, profilers, and centration testing. Execute detailed test procedures to verify the performance and functionality... 
    Work experience placement
    Relocation package

    Applied Optics, Inc.

    Pleasant Hill, CA
    1 day ago
  •  ...team starts here! Your Mission You are the Production Specialist, a vital creator responsible for bringing team and club...  ...using state‑of‑the‑art heat transfer press machines. Precision and Quality Control: Execute every order with meticulous accuracy, ensuring all embellishments... 
    Seasonal work

    Soccer Post

    Dublin, CA
    1 day ago
  • California Skin Institute is looking for a Histotechnician to manage specimen handling and lab operations in a premier dermatology practice. The role includes responsibilities like tissue preparation, maintaining equipment, and ensuring compliance with health and safety...

    California Skin Institute

    Castro Valley, CA
    19 hours ago
  •  ...process and/or supplier negotiations; leading the development and execution of RFPs to drive the strategic sourcing process; leveraging...  ...and partnering with key cross‑functional stakeholders (e.g., Portfolio Leads, Sourcing, Procurement Operations, Supply Chain, Finance... 
    Contract work
    Temporary work
    Work experience placement

    Kaiser Permanente

    Pleasanton, CA
    4 days ago
  • $60k - $96k

    Dormont Manufacturing Co is seeking a dedicated candidate to support the Financial Advisor team in Walnut Creek, CA. This role involves enhancing existing client relationships and serving as a key point of contact. Candidates should have strong communication skills alongside...

    Dormont Manufacturing Co

    Walnut Creek, CA
    3 days ago
  • $75k - $80k

    Associate Wealth Advisor - Hightower Signature Wealth 3160 Crow Canyon Rd, San Ramon, CA 94583, USA Job Description Posted Thursday, July 2, 2026 at 5:00 AM Hightower’s Story Founded in 2008, Hightower is a wealth management firm that provides investment, financial... 
    Permanent employment
    Work experience placement
    Local area

    HighTower Advisors, LLC

    San Ramon, CA
    3 days ago
  •  ...test automation, and modernization initiatives across Artemis, Mobility, and Wireline platforms. Provide strong hands‑on technical execution and domain expertise essential for scaling delivery across teams advancing AI‑driven testing, automation, and OSS development... 

    Jobtailor

    San Ramon, CA
    3 days ago
  • $105k - $115k

     ...Kinder's is seeking a passionate, execution-focused, and creatively driven Culinary Experience Specialist to help bring our flavor to...  ...deep fluency in Kinder's full portfolio of sauces, seasonings, rubs,...  ...experiences at customer events, trade shows, retailer demos,... 
    Work at office
    Remote work
    Weekend work

    Kinder's

    Walnut Creek, CA
    18 days ago
  • $24.09 - $36.11 per hour

    Cox Automotive Inc. is seeking a Dealer Services Specialist II to join our team at Manheim in Hayward, California. This role involves representing the dealer sales lane, promoting products and services, and assisting dealers in preparing vehicles for auction. The ideal... 
    Hourly pay

    Cox Automotive Inc.

    Hayward, CA
    2 days ago
  • A leading financial services firm based in California is looking for a Wealth Management Associate to support clients by cultivating relationships and assisting Financial Advisors with tailored investment strategies. The ideal candidate will have over 5 years of relevant... 

    Morgan Stanley

    Pleasanton, CA
    1 day ago
  • $16.25 per hour

    NAPA is looking for a Counter Sales associate located in Hayward, California. This role acts as the face of the retail store, assisting customers with their automotive needs. The ideal candidate will have a background in automotive parts, a customer-centric approach, and...
    Hourly pay

    NAPA

    Hayward, CA
    1 day ago
  • $21.18 - $21.8 per hour

     ...medical documentation. Position Overview The Case Management Specialist supports residents at Les Marquis House, helping them move toward...  ...requires a high level of customer service, operational task execution on site, ensuring safety and security, carrying out program guidelines... 
    Hourly pay
    Permanent employment
    Full time
    Casual work
    Flexible hours
    Shift work
    Weekend work

    La Familia-Namaste

    Hayward, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Trading Specialist: Precise Portfolio Execution. Be the first to apply!