• Trading & Reporting Specialist

    Application of Employment

  • Job Location:
    Scottsdale, AZ (In-Person, Full-Time Role)

    RMR Wealth Builders, Inc. is seeking a Trading & Reporting Specialist to join our Investment Management team in our Scottsdale office.


    This is an early-career opportunity for someone interested in developing experience in investment management, trading, portfolio reporting, and wealth management. The Trading & Reporting Specialist will support the day-to-day management of client portfolios through trade execution, account monitoring and rebalancing, investment and performance reporting, data management, and investment research.


    This individual will work closely with members of our Investment Management team and gain hands-on exposure to the firm's investment strategies, model portfolios, trading processes, and Investment Committee.


    We are not looking for an experienced trader or investment professional. Candidates may be new to the industry or have approximately 1–3 years of relevant experience. Prior securities licensing is welcomed but is not required at the time of hire.

    • Who Will Thrive in This Role 

    • The right person for this position does not need to arrive as an experienced trader. We are looking for someone with the aptitude and interest of becoming a strong member of our Investment Management team.

      You are naturally analytical and detail-oriented, comfortable working with numbers and data, and willing to dig into something when it does not look right. You understand that accuracy is critical when working with client accounts and investments and take ownership of seeing tasks through to completion.

      As you develop in the role, you will gain greater exposure to trading, portfolio management, investment research, reporting, and the firm's overall investment process, with opportunities to take on additional responsibility as your knowledge and experience grow.

    • What You'll Do 

    • Trading & Portfolio Management Support

      • Execute trade instructions in client accounts and assist with block trades related to investment strategy and model changes.
      • Monitor client accounts and assist with portfolio rebalancing, cash management, and investment allocation needs.
      • Monitor trading systems and workflows to ensure trades and related activity are processed accurately.
      • Review trading activity and assist with identifying and resolving discrepancies.
      • Help maintain the accuracy of client and portfolio data across the firm's trading, reporting, and CRM systems.
      • Build and maintain investment allocations for retirement plan participants and other customized portfolio situations.
      • Assist advisors and internal team members with ad hoc requests related to client accounts and investment portfolios.
      • Work with custodians and internal teams to research and resolve account-related issues.
      • Identify opportunities to improve trading and operational workflows as the firm continues to grow.

      Reporting & Data

      • Generate and review investment and portfolio performance reports.
      • Assist with data reconciliation and quality-control processes to ensure investment and account information is complete and accurate.
      • Maintain accurate data within the firm's trading, reporting, and CRM systems.
      • Support recurring and ad hoc reporting needs for advisors, the Investment Management team, and other areas of the firm.
      • Investigate discrepancies in portfolio, performance, or account data and work with the appropriate parties to resolve them.

      Investment Research

      • Assist with research and due diligence across a range of investments and markets, including equities, fixed income, funds, alternative investments, and other investment strategies utilized by the firm.
      • Compile research and due diligence materials on securities, funds, markets, and investment strategies.
      • Assist with the preparation of Investment Committee materials and presentations.
      • Participate in Investment Committee meetings and gain exposure to the firm's process for developing and managing its investment philosophy and strategies.
      • Support investment-related content and communications, including market commentary, newsletters, presentations, and other materials as needed.
    • Qualifications 

    • Required

      • Bachelor's degree in Finance, Economics, Accounting, Business, or a related field preferred; relevant professional experience, training, or certifications may be considered in place of a degree.
      • 0–3 years of experience in financial services, wealth management, investment operations, trading, reporting, or a related field.
      • Interest in investment management, financial markets, and wealth management.
      • Strong analytical and problem-solving abilities.
      • High level of attention to detail and commitment to accuracy.

      Preferred

      • Securities industry licensing (or willingness to obtain).
      • Proficiency with Microsoft Office, particularly Excel.
      • Excellent organizational and time-management skills.
      • Ability to manage multiple priorities in a fast-moving environment.
      • Strong written and verbal communication skills.
      • Ability to work collaboratively while also taking ownership of assigned responsibilities.
      • Willingness to learn, ask questions, and develop technical knowledge over time.
    • Compensation & Benefits 

    • Compensation

      Competitive salary with eligibility for Individual Performance Bonuses and Company Performance Bonuses.

      • Base Salary: $60,000 - $80,000 (Dependent on experience and qualifications).
      • Individual and company performance-based bonuses may be awarded at management's discretion.
      • Significant long-term earnings potential tied to professional development and firm growth.

      Comprehensive Benefits Package

      • 401(k) and HSA with employer match.
      • Two weeks of paid vacation and paid holidays off.
      • Access to Health, Dental, Vision, and Life Insurance.
      • Access to Ancillary Benefits (voluntary or supplemental benefits).
      • Continuing education support and resources.
      • Scholarships available for professional development designations.
    • About RMR Wealth Builders, Inc. 

    • RMR Wealth is an independent, planning-first firm serving individuals, families, organizations, and institutions. With over $3 billion in assets under management, the firm is built to support long-term relationships, thoughtful growth, and enduring partnerships.

      Since 1986, RMR Wealth advisors have helped clients organize financial complexity, gain clarity through education, and make confident financial decisions through comprehensive planning and disciplined investment management.

       

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  • Do you meet the requirements listed at the beginning of the application?*
  • Are you able to perform the essential functions of the position you are applying for, with or without reasonable accommodation?*
  • Are you legally authorized to work in the United States?*
  • May we contact former employer(s) listed on your resume?*
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  • Equal Opportunity Statement

  • RMR Wealth Builders, Inc. is an equal opportunity employer and provides equal employment opportunities to all employees and applicants for employment. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

  • Applicant Certification

  • "I certify that the information provided in this application is true and complete to the best of my knowledge. I understand that any false or misleading statements may result in disqualification from employment consideration or termination if employed.

    I also understand and agree that no representative of the company has any authority to enter into any agreement for employment for any specified period of time, or to make any agreement contrary to the foregoing, unless it is in writing and signed by an authorized company representative.

    I understand that submission of this application does not guarantee employment.

    I understand that a consumer credit report or criminal records check may be necessary prior to my employment. If such reports are required, I understand that, in compliance with federal law, the company will provide me with a written notice regarding the use of these reports and will also obtain a separate written authorization from me to consent to these reports. I also understand that a poor credit history or conviction will not automatically result in disqualification from employment."

    In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.

     

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