Trading and Client Operations Associate - Dechtman Wealth Management

Job description

Your Future Team As part of our dedicated wealth management team in Denver, you'll be joining a practice founded in 1984 and built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client's specific goals, never cookie-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You'll be part of a collaborative, client-focused environment where success is measured by helping others achieve their financial goals. You will report to the Senior Wealth Advisor. What You'll Do: Trading & Portfolio Implementation: - Execute trades across client accounts in accordance with portfolio models and advisor direction - Ensure accurate and timely trade settlement and reconciliation - Monitor cash levels and raise cash for distributions, fees, and rebalancing - Assist with portfolio rebalancing and implementation of investment strategies - Coordinate with custodians to resolve trade...