Trading/Investment Specialist

2 weeks ago

Glendale, California, United States Insperity Full time
& Requirements

Trading/Investment Specialist

Are you enthusiastic about investment analysis and financial planning? Do you thrive in a fast-paced environment where innovation and growth are at the forefront? At Castlewatch Wealth, we are looking for a highly skilled Trading/Investment Specialist to join our dynamic team.

Castlewatch Wealth is one of the leading names in the industry, offering comprehensive financial planning and asset management services. Located in downtown Glendale, we are a well-established practice known for our commitment to excellence and professionalism.

Best-in-Class Benefits and Perks:

We value our employees' time and efforts. Our commitment to your success is enhanced by:
  • Competitive Compensation: $80,000-$120,000 annually, depending on relevant experience.
  • Quarterly Bonuses: Eligible for quarterly performance-based bonuses.
  • Comprehensive benefits package, including multiple health insurance plan options, cash fringe benefits, educational reimbursement, short & long-term disability, life insurance, 401(k) plan, profit sharing, and paid covered parking, paid time off and holidays.
  • Continual Professional Development: Reimbursement for industry related designations and licenses
Plus, we work to maintain the best environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where everyone feels encouraged to contribute to our processes, decisions, planning, and culture.

This is an expert-level research and analysis role, not a sales position. You will play a crucial role in supporting our Financial Advisors by providing cutting-edge investment insights, preparing comprehensive financial plans, and ensuring clients receive top-tier advisory services.

To be successful as a Trading/Investment Specialist, you should have:
  • Bachelor's degree required, MBA preferred
  • Minimum two years in trading, investment research, financial planning, or advisory services.
  • Series 7 & 66 (or 65 & 63)
  • Proficiency in MS Excel, MS Word, Adobe, SalesForce, and financial planning tools.
  • Strong ability to analyze market data, economic trends, and investment risks
  • Exceptional attention to detail and problem-solving mindset.
  • Ability to present complex financial data in a clear and concise manner.
  • Strong ethical standards, integrity, and discretion in handling client information.
  • A proactive, solutions-oriented approach to work.
As a Trading/Investment Specialist, you will play a crucial role in the team's success by:

Trading, Financial Planning & Investment Fund Analysis
  • Utilize Thomson & Vestmark for trading
  • Utilize NaviPlan & MoneyGuide to prepare and update client financial plans.
  • Process and oversee account maintenance, including cost basis calculations.
  • Collaborate with advisors to enhance client strategies and investment performance.
Investment Analysis & Research
  • Independently analyze financial data, market conditions, and industry trends to guide investment decisions.
  • Evaluate Mutual Funds, ETF, and individual securities to develop informed investment strategies.
  • Update financial reports and asset allocation models.
Strategic Contributions
  • Assist with trade execution and money movement requests.
  • Maintain compliance with FINRA and SEC regulations.
  • Leverage financial planning software and technology tools to optimize workflows.
Our Culture:

At Castlewatch Wealth, we believe in pushing boundaries and empowering our team members to take ownership of their careers. We thrive in a high-energy, performance-driven environment where innovation, collaboration, and continuous learning fuel success.

Apply today

If you are looking for a career with impact, growth, and challenge, this is the role for you. Apply today and take the next step in your financial career.

We are an equal opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Qualified applicants with arrest or conviction records will be considered for employment with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

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