Portfolio Trader / Ops Specialist / Associate Advisor

Exciting opportunity alert! Financial Harvest Wealth Advisors is seeking a Portfolio Trader & Operations Specialist to join our growing team in Winter Park, Florida with anticipation of advancement to associate advisor for those looking to do so. This role is perfect for detail-oriented individuals with a strong work ethic who are passionate about making a difference in clients' financial lives. You'll be learning to be instrumental in managing portfolios, implementing investment strategies, enhancing our operational processes using cutting-edge financial technologies including multiple AI tools and attending client meetings where appropriate. With over $600 million in assets under management and a 15+% annual growth rate, we offer a supportive, family-like environment and clear paths for career advancement. If you're ready to redefine the financial industry and be part of an award-winning firm (ranked in top 0.3% out of 15,000+ SEC-registered advisory firms by USA Today in 2025), this could be your perfect next move.

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