Trader

Waverly Advisors’ primary goal is to serve our clients, one another, and our communities. We aren’t your typical wealth management firm. Our intense client focus is at the center of everything we do. We go far beyond just managing our clients’ investments, offering truly in-depth financial planning. We set ourselves apart by actually living and acting on our guiding principle, ‘Serve.’ It is the reason we go to work every day.  In this role, you’ll be challenged to take on work that upholds our guiding principle and drives Waverly Advisors forward. We hope you’ll grow as a person and leader in your field and transform those around you as well.   We are looking to add a Trader to the team. The ideal candidate will possess strong computer and analytical skills and a willingness to contribute to a team. This role works closely with portfolio managers, advisors, and operations to maintain the integrity of trading workflows and contribute to the overall investment process. A successful candidate will have the ability to effectively communicate with team members, critical attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Organizational skills, resiliency and flexibility, and promptness are necessary in all tasks and responsibilities. Trader Responsibilities: Primary responsibility for the trading functions within the firm as part of the trading team, including trading mutual funds, equities, options, and individual bonds in client accounts to ensure adherence with our recommended model portfolios. Analyze, create, and execute trades in client portfolios to bring into alignment with investment allocations. Process simple and complex tax trading requests for gain/losses at advisors’ requests. Monitor market conditions and execute trades in a timely and efficient manner. Work closely with the operations team to resolve trade-related issues and discrepancies. Proactively analyze clients’ portfo