Skip to Main Content

Portfolio Analyst - Trader

Dynamic Wealth Advisors Prescott, AZ

  • Salary $45,000 to $55,000 Annually
  • Benefits Offered Vision, Medical, Life Insurance, 401k, Dental
  • Employment Type Full-Time


The portfolio trader provides analysis and trading services to our wealth manager clients. This is an portfolio management and trading position that involves working with our team members, wealth managers and their staff, several portfolio trading systems and custodians on a wide range of responsibilities.

Examples of day-to-day responsibilities include: placing trades to implement model portfolios selected by our wealth managers, creating model portfolios on various systems, trading to rebalance multiple accounts, assisting wealth managers in compiling data and analysis to make portfolio recommendations, assessing portfolio risk and trade / rebalancing risk, trading for fees and cash distributions, supporting and assisting team members in providing various other operational services to wealth managers. The associate is responsible for ensuring clients receive excellent support and service.

As a Portfolio Trader you will have the opportunity to work with talented and experienced service, technical and operational team members to support the success of wealth managers throughout the country. The position is team-based with a high level of on-going collaboration, interaction, and communication.

Portfolio Trader Requirements:

  • Must reside in the Phoenix, AZ area
  • Must be willing to work from home and be comfortable working in a remote, online environment
  • Must have prior experience working in financial services at either an RIA, custodian or broker/dealer
  • At least three years experience with use of portfolio management and rebalancing systems/Orion TOM and Eclipse strongly preferred
  • Excellent written and verbal communication skills
  • Extremely high attention to detail
  • Industry certification, or current pursuit of certification, such as CFA, CFP or CIMA preferred
  • Prefer some experience training team members on portfolio management principals
  • Strong desire to expand responsibilities and pursue career growth
  • Excellent follow-up skills
  • Must be able to multi-task in a fast-paced work environment
  • A professional phone presence
  • Comfortable/proficient using current industry technologies
  • Ability to see the big picture in support of firm-wide goals
  • Work hours vary between 6-8am to 4-6pm MST (Arizona Time)
  • Custodian service team experience is a plus
  • Experience working with Schwab, TD Ameritrade, Fidelity, Raymond James, Merrill Lynch, Edward Jones, Vanguard, JP Morgan Chase, Wells Fargo, or Pershing is a plus
  • Experience working with SalesForce is a plus
  • Trading experience is a plus
  • General knowledge about RIA/SEC compliance and regulations is a plus

Dynamic Wealth Advisors

Dynamic Wealth Advisors provides services to professionally operated investment advisory practices of investment advisor representatives and third-party registered investment advisors. Services include an integrated technology platform to efficiently operate their advisory practices, back and middle office administration staffed by highly experienced industry professionals, a range of investment management solutions, compliance support and related services, client account aggregation and consolidated reporting through an online portal, and the ability to service clients utilizing various asset custodians. Advisory services offered through Dynamic Advisor Solutions, LLC.


2415 East Camelback Road, Suite 700, Phoenix, AZ 85016
Prescott, AZ


Posted: over a month ago