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Portfolio Rebalancing Jobs (NOW HIRING)

Farther LLC

Senior Trading Associate

Manhattan, NY · On-site

$16.50 - $19.75/hr

Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation. * Identify ...

Farther LLC

Senior Trading Associate

Dallas, TX · On-site

$15 - $18/hr

Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation. * Identify ...

Farther

Senior Trading Associate

New York, NY · On-site

$16.50 - $19.75/hr

Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation. * Identify ...

Farther

Senior Trading Associate

Dallas, TX · On-site

$14.75 - $17.75/hr

Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation. * Identify ...

Boutique Recruiting

Financial Advisor

Bellevue, WA · On-site

$75K - $80K/yr

Perform portfolio rebalancing and review client accounts to ensure alignment with goals * Optimize client servicing by holding proactive annual reviews Financial Advisor Requirements: * Minimum of 2 ...

Farther

Senior Trading Associate

New York, NY

$16.50 - $19.75/hr

Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation. * Identify ...

Aksia

Portfolio Analyst, Private Credit

New York, NY · On-site

$80K - $120K/yr

Analyze portfolio exposures across strategies, sectors, geographies, borrowers, sponsors, and risk characteristics. * Assist with deployment planning, liquidity management, and portfolio rebalancing ...

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Portfolio Rebalancing information

See salary details

$37K

$100.5K

$187.5K

How much do portfolio rebalancing jobs pay per year?

As of Jun 23, 2026, the average yearly pay for portfolio rebalancing in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is portfolio rebalancing?

Portfolio rebalancing is the process of realigning the weightings of assets in an investment portfolio to maintain a desired risk level or asset allocation. Over time, as market movements cause asset values to change, a portfolio may drift from its original allocation. Rebalancing involves buying or selling assets to bring the portfolio back in line with the investor’s target allocation. This helps manage risk and ensures the investment strategy remains consistent with the investor's goals. Most investors rebalance periodically, such as annually or semi-annually.

What are the key skills and qualifications needed to thrive in Portfolio Rebalancing, and why are they important?

To excel in portfolio rebalancing, you need strong analytical skills, knowledge of financial markets, and a background in finance or economics, often supported by certifications like CFA or CFP. Familiarity with portfolio management software, financial modeling tools, and trading platforms is typically required. Attention to detail, problem-solving abilities, and effective communication are crucial soft skills for working with clients and team members. These skills ensure portfolios remain aligned with investment goals, risk tolerance, and regulatory requirements, optimizing returns and minimizing risk.

What are the typical challenges faced when managing portfolio rebalancing in a fast-moving market environment?

One of the main challenges in portfolio rebalancing is maintaining the desired asset allocation while navigating market volatility and liquidity constraints. Rapid market swings can cause allocations to drift from targets more frequently, requiring quick analysis and action. Additionally, coordinating with traders, portfolio managers, and compliance teams to execute rebalancing efficiently, while minimizing costs and tax implications, is crucial. Staying updated on market trends and leveraging portfolio management tools can help mitigate these challenges.
Registered Client Service Associate

Registered Client Service Associate

Raymond James Financial Services

Fairfax, VA • On-site

Other

Posted 28 days ago

Job description

Essential Duties and Responsibilities

  • Services basic inquiries and scheduling of meetings with prospective and existing clients

  • Respond to client inquiries regarding accounts, transactions, and general service matters

  • Process account openings, transfers, rollovers, beneficiary changes, and maintenance requests

  • Maintain accurate and complete CRM records

  • Execute equity, ETF, mutual fund, and fixed income trades as directed

  • Assist with portfolio rebalancing

  • Monitor cash balances and distributions

  • Gather and organize client financial data

  • Prepare and update financial plans using planning software

  • Run retirement, cash flow, and scenario analyses

  • Prepare client-ready reports and presentations

  • Ensure all documentation meets firm and regulatory requirements

  • Maintain organized client files and audit-ready documentation

  • Assist with supervisory reviews and compliance requests

  • Adhere to FINRA, SEC, and firm policies and procedures

  • Perform other duties, as assigned

Key Skills & Competencies

  • Strong attention to detail and accuracy

  • Excellent organizational and time-management skills

  • Professional communication (written and verbal)

  • Analytical mindset

  • Client-first attitude with high integrity

  • Experience with financial planning software

  • Experience with portfolio management or rebalancing tools

  • Experience executing trades in client accounts

  • Proficiency in Microsoft Office and CRM systems

Education/Previous Experience

  • Bachelor's degree preferred

  • 3+ years of experience in wealth management or advisory support

Licenses/Certifications

  • SIE, Series 7 & 63/65 or 66

  • Insurance license

McDermott Armati Wealth Strategies, LLC and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes but is not limited to Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Raymond James Financial Services logo

About Raymond James Financial Services

Sourced by ZipRecruiter

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Industry

Accounting services

Company size

11 - 50 Employees

Headquarters location

Rockville, MD, US

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