Junior Trader/Investment Research Associate

On-site, Cocoa Beach, Florida
We offer a base salary of ($50k-$70k), bonus potential, 401(k) plus matching, and health benefits.
08 Sep 2022
08 Oct 2022
Employment Type
Full Time

Junior Trader/ Investment Research Associate

Connors Wealth Management, an established and growing Independent wealth management firm with over 20 years of serving the community, is seeking an Junior Trader/ Investment Research Associate to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!

Our mission at Connors Wealth is to offer clients custom, holistic solutions in in investment management and financial planning. Our passion is delivering an exceptional client experience through proactive communication.


The Junior Trader/ Investment Research Associate is an integral part of the organization responsible for conducting investment research on targeted companies and investment funds. Candidate must be high-energy, detail-oriented person with experience in a wide variety of research functions. The ideal candidate would be pursuing their CFA Level I or II and have a high aptitude for learning technical platforms. This is not a remote position.

Responsibilities & Activities

  • Execution of trades at all custodians
  • Manage account liquidity, portfolio models, and monthly rebalancing tasks
  • Build detailed financial models
  • Author company-specific and industry research reports
  • Present investment research findings to wealth advisors
  • Monitor developments with companies, sectors, and asset classes
  • Screen for new investment ideas/strategies
  • Assist CEO with macroeconomic and industry trends
  • Provide news and market information to FA’s and CEO
  • Work with Portfolio Construction in trade generation and cash management
  • Co-ordination with Operations and Service Team
  • Involvement in investment proposal implementation
  • Working with IT on system development
  • Maintain written systems of all activities
  • Maintain any continuing education requirements
  • Attend all firm client events

Industry Experience Requirements

  • FINRA Series 7, 66 and/or 63 & 65 preferred
  • Clean U-4 and U-5 history
  • Bachelor's degree or higher in finance, accounting or a related business field

Knowledge, Skills, & Abilities:

  • Excellent interpersonal skills
  • Excellent communication skills
  • Excellent attitude and an extraordinary client service orientation
  • A genuine interest in serving and caring for other people
  • Excellent organizational and time management skills
  • A burning desire to succeed
  • Ability to handle multiple tasks and handle stress
  • Proficiency with Microsoft Office Suite
  • Physical attendance on-site is an essential function
  • Salary is commensurate with experience ($50,000 - $70,000)

In exchange for your expertise, we offer a competitive base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment in a beautiful and professional office location in Cocoa Beach, FL. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our client’s lives. For more information about our company and our team, please visit our website www.ConnorsWealth.com. Given the high demand for this position, we’re only able to contact the most qualified candidates.

Job Type: Full-time

Given the high demand for this position, we’re only able to contact the most qualified candidates.

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