Investment Trader (Wealth Management)

About Us

Grant Private Wealth Management is a fast-growing, independent wealth management firm serving high-net-worth individuals and families. As we continue to scale, we are seeking an experienced Investment Trader to play a critical role in portfolio construction, investment research, and trade execution across client accounts.

This role is more than trade execution—you will be an integral part of the investment process, working alongside advisors and portfolio managers to implement strategies, manage risk, and help drive long-term portfolio performance.

Key Responsibilities

• Construct and manage client portfolios aligned with investment objectives, risk tolerance, and firm models
• Execute trades across equities, fixed income, and options with a focus on best execution
• Utilize portfolio management and rebalancing tools such as iRebal (or similar platforms)
• Monitor portfolios, perform rebalancing, and implement tactical investment adjustments
• Conduct market, economic, and security-level analysis to support investment decisions
• Support portfolio performance reporting, attribution, and risk analysis
• Collaborate closely with advisors and portfolio managers on client-specific investment strategies
• Ensure compliance with firm policies, regulatory requirements, and trading best practices

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, or related field
• CFA designation preferred (or active progress toward CFA)
• Series 65 license required (or ability to obtain promptly)
• Proven experience trading stocks, bonds, and options
• Experience with portfolio construction and model portfolios
• Familiarity with iRebal or similar portfolio rebalancing platforms
• Strong understanding of capital markets, portfolio management, and risk analysis
• High attention to detail with strong analytical and quantitative skills
• Proficiency in trading platforms, portfolio management systems, and Excel
• Ability to thrive in a fast-paced, growth-oriented environment

What We Offer

• Competitive compensation based on experience
• Opportunity to grow with a rapidly expanding wealth management firm
• Direct involvement in portfolio management and investment strategy
• Collaborative, professional in-office environment
• Long-term career growth and advancement opportunities

How to Apply

Please submit your resume and a brief cover letter outlining your experience and interest in the role.

Grant Private Wealth Management is an Equal Opportunity Employer.