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plante moran

Experienced Hires

PMFA Trader

  • Location: United States, Michigan, Kalamazoo

Make your mark. With more than $14.3 billion of assets under management, Plante Moran’s Wealth Management Team serves as a trusted advisor to more than 2,400 high net worth individuals, family business owners, and corporate retirement plans helping them build, manage and preserve their wealth.  Our integrated affiliate services include investment consulting, financial planning, trust, insurance consulting, estate planning, business succession, and tax planning.

 

Your role.

Your work will include, but not be limited to:

  • Managing the trade submission process, including executing firm-wide mutual fund, equity and fixed income trade instructions.

  • Delivering high-quality customer service to a network of over 100 advisors across 10 offices by providing expertise on trade-related topics.

  • Completing daily, monthly, and annual data management procedures to ensure accuracy within the firm’s trade management system.

  • Consulting with Institutional Traders to resolve trading issues and ensure best execution on trades requiring special handling.

  • Coordinating with Investment Research team before strategy changes to develop trade implementation recommendations and create guidance memos that communicate the changes to our advisors.

 

The qualifications.

  • High School Degree required; Bachelor’s degree strongly preferred.

  • Previous experience in financial planning, brokerage, banking or investment management industry is preferred, but not required.

  • Extreme attention to detail and commitment to accuracy in a fast-paced work environment.

  • Ability to communicate complex information in a clear, concise, and timely manner.

 

Our difference.

We are a nationally recognized public accounting, consulting, and wealth management firm, consistently ranked as one of FORTUNE magazine’s “100 Best Companies to Work For.” We have been recognized on Forbes “Top 50 Wealth Managers” list and honored as the fifteenth largest independent financial advisory firm based on assets under management, according to Financial Advisor magazine.  At Plante Moran, we live by the Golden Rule, fostering a relatively “jerk-free” culture with the lowest staff turnover rate in the industry. Our supportive network of well-rounded professionals is excited to catapult your growth and help pave your pathway to professional excellence.

 

Apply now. Make your mark.

 

This is a non-exempt position, and you may have to work hours that exceed the standard 40-hour work week.

 

Plante Moran is an Equal Opportunity Employer, committed to a diverse workplace.

 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of applications received, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of candidates that are bilingual in Japanese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.   

 

The specific statements above are not intended to be all-inclusive.