Trade Specialist

Job Description

Job Opportunity in Wealth Management!

Position :  Trading Operation Specialist

Location : Fort Worth, Texas

Employment Type : Full-Time, In-Office (5 Days a Week)

Compensation : $65,000 – $75,000 annually Bonus Opportunities

About the Role

We are seeking a dedicated and organized Account Services Lead to join our dynamic wealth management team. This pivotal role focuses on ensuring efficient portfolio management, exceptional client service, and smooth operational processes. You will work closely with financial advisors, maintain client portfolios, and uphold compliance with industry regulations.

Key Responsibilities

• Trading & Portfolio Maintenance :

Execute account-level and model-level trades accurately and promptly.

Schedule and coordinate portfolio review calls with advisors and third-party experts.

Provide regular updates to advisors following the established 3-7-10 cadence.

Manage Non-Qualified accounts by monitoring gain / loss thresholds and generating necessary reports.

Maintain detailed notes, action items, and status updates in Redtail CRM.

Serve as the Advanced Planning Topic Expert and office liaison.

Qualifications

FINRA Series 7 (Required)

Bachelor’s degree in Finance, Business Administration, or a related field (Preferred)

2 years in wealth management, financial services, or a related area

Proficiency with CRM systems, especially Redtail, and financial planning tools

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military / veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at hr@themohrgrp.com

Salary : $65,000 - $75,000