Portfolio / Equity Trader - Producer Assistant

EQH•Miami, FL

20h•Onsite

About The Position

Private Client Group at Equitable Advisors is seeking a Wealth Management Portfolio Trader to help grow the business and deliver exceptional service to clients. The role supports the Portfolio Management Team by executing equity trades, managing and rebalancing portfolios, handling cash needs, analyzing proposals, and conducting tax-loss harvesting and asset allocation based on risk tolerance. This position requires full-time, in-office presence Monday through Friday during core hours of 8:30 AM–5:15 PM EST to provide consistent, real-time support and a high-quality customer experience. The base salary range is $75,000–$110,000, with additional performance-based compensation opportunities. Eligible employees receive benefits including medical, dental, vision, a 401(k) plan, and paid time off.

Requirements

Knowledge or experience in cash management, including cash inflows and/or funding accounts and raising cash for client distributions.
Knowledge or experience with tax-loss harvesting, portfolio drifting, and portfolio rebalancing via block trading.
Experience in wealth management and investments.
Experience with the LPL Enhanced Trading and Rebalancing Platform or an equivalent tool, such as Fidelity Wealthscape.
Experience with portfolio modeling and rebalancing.
Fully licensed: SIE, Series 7, and Series 66.
Bachelor of Arts or Bachelor of Science degree, preferably in Financial Planning, Finance, Accounting, or Economics.
Excellent project management skills, with the ability to prioritize and track multiple tasks.
Strong attention to detail and thoroughness, including organizational skills and precise execution and record keeping.
Accountability and consistent ownership of work.
Ability to remain composed under pressure and manage multiple priorities.
A learning mindset and interest in understanding strategies, economic updates, and complex wealth management strategies.
Clear and concise communication and effective teamwork with the Portfolio Management Team, advisors, clients, and team members.

Responsibilities

Execute equity trades in accordance with Portfolio Management Team instructions.
Rebalance portfolios via block trading.
Manage portfolio drifting.
Manage cash inflows and/or funding of accounts.
Raise cash for client distributions.
Analyze and research complex proposals.
Conduct tax-loss harvesting.
Determine asset allocation based on risk tolerance.
Coordinate with the Portfolio Management Team.