Allworth Financial seeks a skilled trader to manage options strategies and contribute to equity trading within in-house portfolios. The role combines structuring and executing diverse options with hands-on equity rebalancing and portfolio implementation. You will explain strategy rationale clearly to advisors and clients, maintain detailed records, and support onboarding of new accounts in a collaborative, cross-trained team. A strong Excel skill set is essential.

Also on the board Same function, level within a rung

Level

Senior

Location

Dayton, OH

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

today

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