Portfolio Trader
Trek Financial, Scottsdale, AZ, United States
About Trek Financial & Base Camp
Trek Financial (Trek) is a fast-paced SEC-registered RIA with nearly 30 years in business. We support independent financial advisors across the country with trading, billing, compliance, marketing, operations, and technology so they can focus on serving their clients. Our internal team is called Base Camp, we’re the “home-office” group behind the scenes that serves our advisors as our primary clients and takes pride in delivering more than they expect. We’re a collaborative, service‑focused group of professionals that continues to advance and grow new opportunities for all involved. Position Overview
Trek Financial is seeking a detail‑oriented and execution‑focused
Portfolio Trader
to join our investment team. This role will work directly with the Portfolio Managers and CIO to execute trades across individual securities and firm models, manage trading workflows, and support portfolio implementation across client accounts. As a Registered Investment Advisor (RIA), we trade individual equities, ETFs, fixed income securities, and manage firm‑wide models. This position plays a critical role in ensuring accurate execution, tax‑efficient implementation, rebalancing discipline, and alignment with portfolio strategy. This is a
local in-office position
based in Scottsdale, AZ.
#J-18808-Ljbffr
Trek Financial (Trek) is a fast-paced SEC-registered RIA with nearly 30 years in business. We support independent financial advisors across the country with trading, billing, compliance, marketing, operations, and technology so they can focus on serving their clients. Our internal team is called Base Camp, we’re the “home-office” group behind the scenes that serves our advisors as our primary clients and takes pride in delivering more than they expect. We’re a collaborative, service‑focused group of professionals that continues to advance and grow new opportunities for all involved. Position Overview
Trek Financial is seeking a detail‑oriented and execution‑focused
Portfolio Trader
to join our investment team. This role will work directly with the Portfolio Managers and CIO to execute trades across individual securities and firm models, manage trading workflows, and support portfolio implementation across client accounts. As a Registered Investment Advisor (RIA), we trade individual equities, ETFs, fixed income securities, and manage firm‑wide models. This position plays a critical role in ensuring accurate execution, tax‑efficient implementation, rebalancing discipline, and alignment with portfolio strategy. This is a
local in-office position
based in Scottsdale, AZ.
#J-18808-Ljbffr