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Description

Interested?

Apply today and share your resume via LinkedIn with JC del Rosario — I’d love to connect and discuss the opportunity in more detail!

About the Role

We’re seeking a motivated early‑career professional who’s excited about trading operations and eager to grow into a Financial Advisor career path. This role blends hands‑on trading responsibilities with a structured development program designed to build advisory expertise over your first several years. It’s an excellent fit for someone pursuing a long‑term career in wealth management, portfolio execution, and client advisory services.

Key Responsibilities

+ Execute early‑morning portfolio trades based on internal trading instructions

+ Perform accurate data entry, trading documentation, and workflow updates within portfolio management and CRM systems

+ Support Advisors with investment research, meeting preparation, and ongoing professional development tasks

+ Assist with operational processes related to portfolio oversight, account administration, and client service workflows

Why This Role Is a Great Opportunity

+ A clearly defined pathway into an Advisor development track, supported by training and mentorship

+ Broad exposure beyond trading, with opportunities to grow into client‑facing advisory responsibilities

+ Build your career within a stable, well‑established, and steadily growing wealth management firm

Requirements

Want to know more?

Apply today and share your resume via LinkedIn with JC del Rosario — let’s connect and explore whether this opportunity is the right next step in your career.

Required Qualifications

+ 1–2 years of experience in financial services, ideally within an RIA, wealth management firm, or similar environment

+ Bachelor’s degree in finance, economics, business, or a related field

+ Genuine interest in transitioning into a client‑facing Advisor role over time

+ Comfort with trading as a primary responsibility during the early stages of the position

Preferred Attributes

+ Curiosity and enthusiasm for investment management and financial planning

+ Ability to work independently during early‑morning market hours

+ Professional demeanor when interacting with internal teams and clients

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

• 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .