Elser Financial Planning, Inc is a fee-only, independent Registered Investment Advisor (RIA) firm. We serve as a fiduciary, providing comprehensive financial guidance and investment management services to our clients.

Position Overview:

The Trader provides critical support to the firm and our daily operations. In this role, you will have the opportunity to interface with advisors and other operations team members in a highly professional and collaborative environment. The ideal candidate will possess strong attention to detail and organizational skills.

Duties and Responsibilities:

• Organize and execute equity, mutual fund, and fixed-income trades, while ensuring that all trade policies and practices are compliant with best-execution policies.
• Implement investment strategies in client accounts, ensuring that the firm’s investment strategies are accurately executed and in compliance with client investment policy statements.
• Manage client portfolios, including rebalancing and processing money movement requests, such as wire transfers/ACH distributions, family gifting, charitable gifting, and other asset movement requests
• Collaborate with advisors to design and execute portfolio implementation plans.
• Assess and apply technological solutions to provide efficiencies in all areas of the trading and portfolio-management processes.
• Monitor custodial transactions for accuracy, timeliness, and to ensure compliance with firm policies and/or industry regulations
• Be detail oriented and proactively seek to resolve any client or vendor issues or concerns.
• Other duties as assigned.

Desired Qualifications:

• Minimum of 3 years of trading experience
• Series 65 (or equivalent)
• Competency with portfolio management software preferred
• Proficient with Microsoft Office, including Outlook, Excel, Word, etc.
• Sound judgment and the ability to be proactive and decisive.
• Strong attention to detail while working in a fast-paced environment.
• Ability to work independently and with a team.

Compensation & Benefits:

• Salary: Competitive with market
• Insurance: Health and Long-Term Disability
• Vacation days: 15 PTO days
• Holidays: 8 paid holidays
• Simple IRA with 3% match

Elser Financial Planning is an Equal Opportunity Employer. The firm does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business need.