Oakwell Private Wealth Management is seeking a Portfolio and Trading Specialist to implement strategy for households with significant taxable assets and complex positions. The role is permanently remote, with a focus on transition through ongoing management and high-quality trade execution.
You will work alongside experienced advisors, monitor portfolio exceptions from systems, and apply judgement for upcoming withdrawals, legacy holdings, and tax considerations.
#J-18808-LjbffrRemote Portfolio & Trading Specialist in austin at Unknown Company
This position is listed as full time and able to be worked remotely.