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Financial Services Financial Consultant Investment Banking

Equity Trading & Portfolio Support Specialist

Job in Boston, Suffolk County, Massachusetts, 02298, USA
Listing for: CRESTWOOD ADVISORS LLC
Full Time position
Listed on 2026-01-20
Job specializations:
  • Finance & Banking
    Financial Services, Financial Consultant, Investment Banking
Job Description & How to Apply Below
A leading fee-only investment advisory firm located in Boston is looking for a Trading Associate to join their team. The role supports Portfolio Management and Wealth Management teams, requiring 2+ years of experience in trading or investment operations. Ideal candidates should have a strong technological aptitude and experience with trading systems. This position offers competitive compensation, including salary, bonuses, and benefits, in a collaborative environment that values diversity and inclusion.
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