Professional Trader

HCM Wealth Advisors & CPAs•Cincinnati, OH

13d•Onsite

About The Position

HCM Wealth Advisors & CPAs is an independent, fee-only wealth management and Registered Investment Advisor (RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and accounting services to help successful professionals and business owners achieve long-term financial success. We are seeking a highly driven and experienced Professional Trader to join our organization in the Cincinnati, Ohio area. This in-office role is responsible for the strategic execution of trades, portfolio monitoring, and risk management across designated asset classes. The ideal candidate will possess a strong understanding of global financial markets, demonstrate sound analytical judgment, and operate with the highest level of professionalism, discipline, and integrity. The Professional Trader will play a critical role in supporting the firm’s investment and trading objectives through informed decision-making and adherence to established compliance and risk management standards.

Requirements

Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, or a related field required
Minimum of 1-3 years of professional trading or financial markets experience preferred
Strong understanding of financial markets, securities, and trading methodologies
Experience with trading platforms, order management systems, and market data tools
Strong analytical, quantitative, and problem-solving abilities
Excellent attention to detail, organizational skills, and time management
Effective written and verbal communication skills
Ability to maintain confidentiality and exercise sound professional judgment
Advanced proficiency in Microsoft Excel
Prior experience with trading platforms and rebalancing softwares

Nice To Haves

Experience trading equities, fixed income, derivatives, or alternative investments
Familiarity with portfolio analytics and risk management frameworks
FINRA licenses or other industry certifications preferred, where applicable
Experience with Tamarac software system
Knowledge of compliance and regulatory standards within the financial services industry

Responsibilities

Execute trades efficiently and accurately in alignment with established investment strategies and risk parameters
Manage trading positions while maintaining strict adherence to internal controls, compliance requirements, and risk guidelines
Collaborate with portfolio managers, analysts, operations, and compliance teams to support overall trading and investment objectives
Maintain detailed and accurate records of trading activity, performance metrics, and market observations
Evaluate portfolio exposures and assist in managing market, liquidity, and operational risks
Contribute to the ongoing refinement of trading strategies, processes, and operational efficiencies
Remain current on industry trends, regulatory changes, and evolving market conditions