Trader

Savant Wealth Management

Trader executing Savant’s portfolio strategy and managing cash flow needs while supporting client service standards. Collaborating with the investment team to enhance operational efficiency and portfolio management.

Posted 7/7/2026full-timeIllinois, North Carolina, Pennsylvania, Tennessee • 🇺🇸 United StatesJunior💰 $60,000 - $78,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in trade processing, cash management, and portfolio analysis while maintaining a strong understanding of investment strategies and market trends. Proficient in communicating effectively with clients and team members to ensure accurate and timely execution of trading requests.

Highest-signal resume keywords

Trade ProcessingCash ManagementPortfolio AnalysisFinancial PlanningSeries 65 License

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade ExecutionPortfolio RebalancingInvestment Strategy AnalysisData AnalysisMarket Trend Analysis

Soft Skills

Effective CommunicationTeam CollaborationAttention to Detail

Tools & Technologies

Trading Software

Certifications & Qualifications

Bachelor's DegreeSeries 65 License

Industry Keywords

Investment StrategyCash ManagementFinancial PlanningTrading ExperiencePortfolio Construction

About the role

Key responsibilities & impact

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.
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.

Requirements

What you’ll need

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.

Benefits

Comp & perks

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
401(k) with company match (Roth and Traditional options)
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
Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach