Junior Trader

Centura Wealth Advisory - San Diego, CA

Full-time - Entry Level

San Diego, CA

Securities, Commodity Contracts, and Other Financial Investments and Related Activities

About the position

Centura Wealth Advisory is hiring for Junior Trader. As a Junior Trader, you will perform a wide array of tasks and be responsible for supporting the investment team. You will be concentrated within Trading, with the goal of improving the teams efficiencies to effectively scale our firm, while upholding our high standards of quality execution. This position is located onsite in San Diego, California. We are looking for a process and results-oriented, driven team player who thrives in an environment where seeking new insight and improvement are the norm. This role requires acute attention to detail, with a premium on quality and efficiency. As a Junior Trader, you will play a critical hands-on role in the firms growth and development. In this role, you will work closely with the CIO, Investment Management Team, Advisors, Partners, Financial Planners, Marketing, Compliance, and the Investment Committee.

Responsibilities

• Prepare advisory accounts and materials for trading
• Serve critical role as a specialist during new advisor onboarding and portfolio transition
• Maintain correspondence between Advisors and Trading Department, including incoming trade requests
• Maintain administrative functions for advisory accounts (creating cash buffers, monitoring cash balances for scheduled distributions, etc.)
• Perform post-trade reconciliation audits
• Coordinate and perform periodic internal audits of advisory accounts, investment strategies, and Model Groups
• Research and remedy possible trade abnormalities and potential trade errors
• Assist in periodic share class conversion process
• Act as an auxiliary trader when needed
• Assisting the Trading Department in improving execution and efficiency
• Generating systems and processes for quality control verification and ensure adherence to the firms policies and procedures

Requirements

• 2+ years of financial services experience at an investment manager, brokerage firm, RIA, or similar preferred
• Undergraduate degree is required, preferably in finance, economics, or business administration
• Already registered with Trading experience preferred
• The willingness to obtain either of the following certifications: CFA, CAIA, CFP, CMT, or CIMA
• Series 65 or 66 required within the first six months of hire
• Experience and ability to communicate and manage third-party asset manager relationships
• Excellent interpersonal relationship skills required
• Highly effective oral and written communication skills required
• Able to prepare client facing communications in a professional manner (word, ppt)
• High EQ - emotional intelligence is a plus
• Ability to read & decipher a multitude of data sets and then clearly tell the story
• Understanding of business entities and their various structures
• Ability to audit large datasets to identify any abnormalities and trends
• Microsoft Office: Excel, Outlook, Word, PowerPoint required
• Excel modeling and advanced functions - required
• Orion Advisor software (Eclipse) preferred
• Salesforce - preferred
• Brokerage trading and account interfaces (i.e., Fusion, Schwab Advisor Center, etc.)
• Market databases and analytics (i.e., YCharts, PitchBook, etc.)

Benefits

• Competitive compensation includes salary and bonus
• Opportunity to contribute to a dynamic, fast-paced business that is experiencing rapid growth
• Open and supportive team-based environment
• Paid Time Off
• Full medical, dental, vision benefits