What are the responsibilities and job description for the Portfolio Trader / Ops Specialist / Associate Advisor position at Financial Harvest Wealth Advisors?
Exciting opportunity alert! Financial Harvest Wealth Advisors is seeking a Portfolio Trader & Operations Specialist to join our growing team in Winter Park, Florida with anticipation of advancement to associate advisor for those looking to do so. This role is perfect for detail-oriented individuals with a strong work ethic who are passionate about making a difference in clients' financial lives. You'll be learning to be instrumental in managing portfolios, implementing investment strategies, enhancing our operational processes using cutting-edge financial technologies including multiple AI tools and attending client meetings where appropriate.
With over $600 million in assets under management and a 15 % annual growth rate, we offer a supportive, family-like environment and clear paths for career advancement. If you're ready to redefine the financial industry and be part of an award-winning firm (ranked in top 0.3% out of 15,000 SEC-registered advisory firms by USA Today in 2025), this could be your perfect next move.
Paste the URL below into your browser to read our entire opportunity description and apply now to join a team that values both client success and work-life balance —>
www.financialharvest.com/hire/TradeOps2026.pdf