Trader

Top Notch Personnel • Wichita, KS

12h

About The Position

As a Trader at our clients Financial Advisory Group, you’ll step into a hands-on, high-responsibility role at the heart of our investment operations. You’ll be the go-to expert who ensures our advisors and clients experience seamless, accurate, and strategic trading support, all while helping shape the investment direction of one of the region’s most rapidly growing advisory firms. Your day-to-day will keep you engaged and growing as you: Drive the execution, setup, and ongoing management of portfolio models, ensuring they operate at peak precision. Collaborate with a high-performing Portfolio Management Team on rebalancing, tax-loss harvesting, model updates, and large-scale transition projects that touch portfolios across the enterprise. Monitor portfolios, identify variance, troubleshoot alerts, and proactively resolve issues before they hit an advisor’s radar. Work directly with advisors to deliver speedy, accurate ad-hoc trades and asset movements that keep client plans on track. Contribute to market, security, and portfolio research—you’ll be more than “the trader”; you’ll be a true part of the investment brain trust.

Requirements

• Bachelor’s degree in business, finance, accounting, or related field (or equivalent experience)
• FINRA SIE, Series 7, and Series 63
• 3–5 years of experience in wealth or investment management
• Advanced Excel skills and strong Microsoft Office proficiency

Nice To Haves

• Familiarity with Envestnet trading tools (Worksheet, Folio, Tamarac)
• Hungry for personal and professional growth
• A strong, inclusive communicator who collaborates with ease
• Someone who welcomes and gives helpful feedback
• A trusted steward of sensitive information
• Exceptional communicator with strong interpersonal skills
• Analytical, curious, and eager to solve problems
• Deep understanding of financial markets, instruments, and trading strategies
• Data-driven thinker with the ability to interpret trends and make sound decisions
• Highly organized with sharp attention to detail
• Comfortable with CRMs and technology-forward platforms

Responsibilities

• Drive the execution, setup, and ongoing management of portfolio models, ensuring they operate at peak precision.
• Collaborate with a high-performing Portfolio Management Team on rebalancing, tax-loss harvesting, model updates, and large-scale transition projects that touch portfolios across the enterprise.
• Monitor portfolios, identify variance, troubleshoot alerts, and proactively resolve issues before they hit an advisor’s radar.
• Work directly with advisors to deliver speedy, accurate ad-hoc trades and asset movements that keep client plans on track.
• Contribute to market, security, and portfolio research—you’ll be more than “the trader”; you’ll be a true part of the investment brain trust.

Benefits

• Your impact is visible, your trading work directly shapes client outcomes.
• You’ll work with a tight knit, nationally integrated investment team committed to excellence.
• You’ll have real pathways for upward mobility and skill expansion.
• You'll help serve emerging affluent, high-net-worth clients giving you exposure to complex investment needs.
• You’ll be part of a culture that values integrity, continuous learning, innovation, and team support.

What This Job Offers

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