Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, professional services, closely held business, local government and not-for-profit. In addition, we offer holistic tax, accounting, payroll, audit, financial advisory, business valuation, technology, wealth management and trust services to clients throughout the nation. With office locations throughout the Central U.S., we serve a diverse range of clients with tailored solutions to help them reach their financial goals. Visit our website to see current office locations.
Position Summary
The Associate Wealth Advisory Trader is responsible for applying the financial advisors’ guidance at the client level, and for translating investment strategy changes into specific client accounts. The Trader may also monitor economic data and trends, making recommendations to the investment advisors, and providing regular reports on both individual portfolio performance and fund performance results. The Trader may participate in or develop an investment strategy and may have client relationship management responsibility.
FLSA Status: Non-Exempt
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Adams Brown specializes in serving clients in industries including construction and real estate, healthcare, agriculture, manufacturing, closely held business and local government. They offer a wide range of financial services.