Trader (Investment Management)

Pure Financial Advisors, LLC is a fee-only Registered Investment Advisor (RIA). We are looking for a Trader to join a highly talented team of professionals in our Investment Management department.

This position partners with our Financial Advisors to serve our clients' investment management needs, executing trades with precision and delivering a consistently exceptional client experience.

This role offers the opportunity to contribute directly to client portfolio success in a collaborative, high-performing team dedicated to integrity and excellence. We are looking for candidates that have a proven track record of educational and professional achievements as well as a commitment (and genuine passion) to provide exceptional service to clients in a fiduciary environment.

Responsibilities:

• Review daily activity, including reconciling current client transactions, funding transfers, and the previous day’s activity to ensure complete accuracy and resolve any discrepancies promptly.

• Coordinate and maintain various software systems (e.g., Tamarac for trading and rebalancing, Vise, Salesforce CRM) to support seamless operations and data integrity.

• Execute same-day transactions across all trade directions submitted by Advisors, including buys, sells, and exchanges in equities, fixed income, mutual funds, ETFs, and other securities.

• Perform daily trade execution and portfolio rebalancing for client accounts in alignment with investment objectives, risk tolerances, and approved strategies.

• Run advance cash reports to support fee billing processes, identify cash needs or surpluses, and manage liquidity requirements effectively.

• Ensure all trade-related matters, documentation, notes, and client requests are accurately entered and updated in the CRM (Salesforce) for compliance and audit readiness.

• Implement, monitor, and analyze investment strategies for client portfolios based on stated objectives, making tactical adjustments as needed while minimizing market impact.

• Monitor portfolios for rebalancing triggers, drift from target allocations, tax considerations, or other events requiring action using trading platforms.

• Assist with pre-trade analysis, block trading (where applicable), post-trade reconciliation, and settlement processes to achieve best execution.

• Collaborate with Advisors and team members on portfolio proposals, cash management, and ad-hoc requests to support client needs.

• Maintain accurate records of trades, positions, and reconciliations; support data integrity across systems and perform regular audits or checks..

• Stay informed on market conditions, regulatory requirements, and best practices to ensure compliance with fiduciary standards and firm policies

Qualifications:

• Bachelor’s degree, preferably in business, finance, economics, mathematics/statistics, or a related field.

• 2-4 years of experience in financial services and/or investment management required (Experience in an RIA firm or Broker/Dealer environment is strongly preferred).

• Familiarity with CRM and portfolio management software such as Redtail, Orion, Tamarac, Portfolio Center, Morningstar, eMoney, and/or Salesforce is preferred.

• Proficiency in Microsoft Office suite, particularly Excel (advanced functions, pivot tables, data analysis), Word, and Outlook.

• CFA® designation or other relevant professional credentials (e.g., Series 7/63, CFP®) desired but not required.

• Strong ability to multitask efficiently in a fast-paced environment with keen attention to detail and organizational skills.

• Proven capability to work independently, including autonomous decision-making on trading execution, rebalancing, or proposals while collaborating effectively with the team.

• Commitment to fiduciary principles, best execution practices, and delivering high-quality, client-focused service.

Additional Detail(s):

• This is an on-site position in our San Diego, CA office; however, we are open to someone working out of our branch office in Denver, CO.

• A hybrid schedule will be considered following an initial training period

Job Type: Full-time

Pay: $85,000.00 - $100,000.00 per year

Benefits:

• 401(k)

• 401(k) matching

• Dental insurance

• Health insurance

• Life insurance

• Paid time off

• Vision insurance

Application Question(s):

• What is a key priority for you in your next position?

• Do you hold any designations, such as a Chartered Financial Analyst (CFA®), or are you interested in pursuing this designation?

Education:

• Bachelor's (Required)

Experience:

• Financial Services and/or Investment Management: 2 years (Required)

Work Location: In person