Trader

Aldrich • Carlsbad, CA

1d • Hybrid

About The Position

Aldrich Wealth is seeking a detail-oriented, analytical Trader to join its investment team. The Trader works closely with the Senior Trader and the Investment and Client Services departments, primarily establishing, monitoring, and trading client portfolios and managing the Tamarac trading system. The role also uses software to meet client reporting needs and helps ensure investments are properly categorized, custodial downloads are complete, cost basis transfers are accurate, and performance data is up to date.

Aldrich Wealth is an independent registered investment advisor serving high-net-worth individuals and corporate retirement plans. The company manages approximately $7 billion in assets and provides financial planning, wealth-building, wealth-preservation, and related services.

This is a full-time hybrid position based in one of Aldrich Wealth's local offices in Oregon or California. Standard office hours are Monday through Friday, 8 AM to 5 PM. Candidates must be legally authorized to work in the United States without employer sponsorship. The stated compensation range is $75,000–$105,000, with potential eligibility for variable compensation.

Requirements

• At least 1 year of experience trading and/or performance reporting.
• Detailed understanding of investment products, including individual securities, mutual funds, ETFs, index funds, and separate accounts.
• At least 5 years of client service, operations, or relationship support experience in wealth management, preferably within an RIA.
• A bachelor's degree in Finance, Business, or a related field.
• Legally authorized to work in the United States without employer sponsorship.

Nice To Haves

• Familiarity with trading software and reporting tools, particularly Tamarac.
• Experience supporting high-net-worth or ultra-high-net-worth clients and partnering closely with advisors.

Responsibilities

• Efficiently and accurately trade and rebalance client accounts.
• Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed.
• Ensure consistency between trading models and models in reporting.
• Generate portfolio reviews with proposed recommendations.
• Manage trading software to ensure accuracy.
• Maintain reporting software to ensure accurate data.
• Establish and monitor client portfolios.
• Ensure investments are properly categorized, custodial downloads are complete, cost basis transfers are accurate, and performance data is up to date.

Benefits

• Medical, dental, and vision insurance.
• Life and disability insurance.
• Health savings account with an annual $1,500 contribution.
• Flexible spending accounts and dependent care benefits.
• 401(k) plan with a 1.5% match and 5% annual discretionary profit sharing.
• Four weeks of vacation and sick leave combined into a paid time-off bank.
• Ten paid holidays, including two floating holidays.
• 16 hours of paid volunteer time.
• Paid sabbaticals.
• Paid parental leave.
• Potential eligibility for a variable compensation program.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level