Savant Wealth Management · 4 days ago
Trader
United States
Full-time
Remote
Entry, Mid Level
$60K/yr - $78K/yr
1+ years expSavant Wealth Management is seeking a detail-oriented and analytical Trader to join their Investment Team. The role involves executing portfolio strategies, managing cash flow needs, and ensuring high standards of client service.
ConsultingFinanceFinancial ServicesWealth Management
No H1B
Responsibilities
Process trades in client accounts consistent with Savant’s investment strategy
Analyze clients’ portfolios, identifying key areas that need to be altered according to strategy, asset location and tax needs
Largely responsible for cash management including properly investing cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) all according to the portfolio needs. Rebalancing the accounts as needed
Complete trades on time, during market hours and process Same Day trading requests
Place trade orders through custodians as well as process trades via telephone
Be a specialist in Tamarac, Salesforce, Schwab, Fidelity, Raymond James, and TIAA sites and any other third-party sites as needed
Setup and maintain client cash and investment model information in the trading software
Analyze trading data and look to improve efficiency and reduce costs
Stay informed about market trends, news, and economic developments that may impact trading strategies
Communicate respectfully and efficiently with CSRs and Advisors on client account inquiries
Maintain a working knowledge of Savant’s investment philosophy, portfolio construction and appropriate model securities
Prepare and update as necessary documentation for processing trades
Provide consistent, thorough, and accurate communication to all parties involved with trading requests
Support the investment research team as needed
Maintain team approach by assisting and filling in for others
Perform other duties as requested
Qualification
Required
Bachelor's Degree required from an accredited college or university
Series 65 license or able to obtain within one year of employment
Preferred
Business Administration, Finance, Accounting or Mathematics preferred
1-3 years proven success in a similar role Financial Planning or Trading experience strongly preferred
Benefits
Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage
401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs
Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support
Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach
This is a remote position; however, candidates must reside within driving distance of a Savant office and be available to travel to the office for onboarding and as business needs require.
Company
Savant Wealth Management
Savant Wealth Management specializes in investment, financial planning, accounting, retirement plans and consultation.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
$270MKey Investors
Hamilton Lane
2026-07-30Secondary Market· $270M
Leadership Team
Brent Brodeski
Founder & Chief Executive Officer
Recent News
Investment News
2026-08-01
2026-07-25
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