Posted 02/06/2026
Job Number: 15477
Hybrid Trading Associate
Seattle, WA • Hybrid
Industry: Financial Services
Job Category: Administrative
Job Type: Direct Hire
Salary: $95,000 - $105,000 / Annually
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Job Description
Position Title: Trading Associate
This is a Hybrid role! The Trading Associate plays a crucial role in supporting the operational functions of a wealth management firm. This position requires a detail-oriented individual who can manage a variety of administrative tasks effectively while collaborating closely with a team of advisors. The firm values a strong work ethic and self-starting attitude, particularly given the challenges associated with training and onboarding. Candidates who thrive in a dynamic environment and are eager to contribute to a family-like culture will find this role rewarding. A commitment to excellence and a polished presentation are essential for success in this position.
Salary Range: $95,000 – $105,000 / Year DOE
Trading Associate Responsibilities:
- Manage administrative tasks related to portfolio management
- Download and analyze data for trading processes
- Review trade confirmations and cash balances
- Document trading procedures for accuracy
- Open and execute accounts as required
- Track private investments and market levels
- Communicate effectively with team members
- Utilize Schwab and Tamarac for trade recommendations
- Maintain database management and ensure timely responses
- Present a professional demeanor while interacting in a shared office space
Trading Associate Requirements:
- A BA Degree is required
- 5+ years of experience in a wealth management operations role at an RIA
- Proficiency with portfolio management software, excluding Tamarac
- Experience with Schwab is preferred
- Tamarac is preferred
Benefits:
- 401k with 3% safe harbor and additional profit sharing after one year
- 5% of compensation contributed towards HSA until maxed out
- 100% medical coverage for employee only
- 15 days of PTO, accrued in the first year and frontloaded thereafter
If you are a Trading Associate looking to take the next step in your career, apply now!
Job ID: a0CUm00003kVSqXMAW
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