Trader

About the role

We’re looking for a detail-oriented and analytical Trader to join Savant’s Investment Team. You’ll play a key role in executing portfolio strategy, managing cash flow needs, and supporting a high standard of client service.

Responsibilities

• Process trades in client accounts consistent with Savant’s investment strategy.
• Analyze clients’ portfolios, identifying key areas that need to be altered according to strategy, asset location and tax needs.
• Largely responsible for cash management including properly investing cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) all according to the portfolio needs.
• Rebalancing the accounts as needed.
• Complete trades on time, during market hours and process Same Day trading requests.
• Place trade orders through custodians as well as process trades via telephone.
• Be a specialist in Tamarac, Salesforce, Schwab, Fidelity, Raymond James, and TIAA sites and any other third-party sites as needed.
• Setup and maintain client cash and investment model information in the trading software.
• Analyze trading data and look to improve efficiency and reduce costs.
• Stay informed about market trends, news, and economic developments that may impact trading strategies.
• Communicate respectfully and efficiently with CSRs and Advisors on client account inquiries.
• Maintain a working knowledge of Savant’s investment philosophy, portfolio construction and appropriate model securities.
• Prepare and update as necessary documentation for processing trades.
• Provide consistent, thorough, and accurate communication to all parties involved with trading requests.
• Support the investment research team as needed.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as requested.

Qualifications

• Bachelor’s Degree required from an accredited college or university; Business Administration, Finance, Accounting or Mathematics preferred.
• 1-3 years proven success in a similar role Financial Planning or Trading experience strongly preferred.
• Series 65 license or able to obtain within one year of employment.

Perks

• Core Benefits: Medical, dental, and vision coverage with multiple plan options, Health Savings Account (HSA) or Flexible Spending Account (FSA), Company-paid life insurance, AD&D, and disability coverage.
• Financial & Long-Term Rewards: 401(k) with company match (Roth and Traditional options).
• Time Away & Flexibility: Generous paid time off, plus at least 10 paid holidays, Annual “Savantiversary” day, Summer Hours (shorter work weeks during the summer), Parental leave, personal leave, and other life-event support.

What Sets Savant Apart

• Collaborative, integrated model across advisory, tax, and planning—no silos
• Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
• Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
• Majority employee-owned, giving our team a shared stake in our long-term success