Job Description

Foundations Investment Advisers RIA is a rapidly growing company which offers a turn key asset management platform to more than 170 financial advisers across the country. Our company offers a forward thinking culture in a fun work atmosphere with a focus on collaboration.

We are in search of a dedicated Junior Trader. The right candidate will be independently proactive and exemplify outstanding accuracy, attention to detail and organizational skills. Additionally, this person will be extremely diligent, meticulous, have a strong grasp of mathematical concepts, and eager to enter into the world of finance.

The responsibilities for Account Analyst include, but are not limited to:

• Executing account trade and implementation requests, liquidations, model rebalancing orders.

Experience

• A recommended 1-4 years of experience in trading platforms and report software preferably within the financial sector.

• A proficiency in PC fundamentals with programs such as MS Windows, Excel, Word and other office programs

• 1-2 years of experience with custodians such as Fidelity or TD Ameritrade is preferred.

Important Skills Required

• An attention to detail and the ability to complete tasks accurately and in a timely manner

• Clear written and oral communication capabilities

• Proactive problem solving and adaptability

• Strategic planning/organizing and quality control

• A strong attention to numbers and direction

Other skills should include top tier familiarity with financial services software, specifically Orion, iRebal, Wealthscape.  

Candidate needs to be self-motivated and require little supervision. We are looking for a candidate that enjoys the challenge of finding the answers by him or herself, who is a self-starter and someone who is passionate about learning and building a career in trading, investment analysis and money management.

Application Process: Please send cover letter & resume to darren.leavitt@fiwealth.com