About the role

Allworth Financial seeks a skilled trader to manage options strategies and contribute to equity trading within in-house portfolios. The role combines structuring and executing diverse options with hands-on equity rebalancing and portfolio implementation. You will explain strategy rationale clearly to advisors and clients, maintain detailed records, and support onboarding of new accounts in a collaborative, cross-trained team. A strong Excel skill set is essential.

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JOB OVERVIEW

Experience level

Senior

Location

Dallas, TX

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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