Remote 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.