Remote Associate Trader Jobs
Remote associate trader jobs are open across the U.S. in proprietary trading, fintech, commodities, and quantitative finance, at remote-first firms and distributed trading desks ranging from entry-level positions to mid-career roles. Employers hiring remotely right now include BlackRock, LBM Advantage, and EQT Corporation. See the openings below and apply to the ones that match your experience.
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About the Opportunity
We're looking for an experienced Centralized Trader & Portfolio Analyst to join our growing investment operations team.
This is a fully remote position supporting financial advisors across our organization, with a primary focus on securities trading, portfolio rebalancing, and investment analysis.
The ideal candidate is detail-oriented, analytical, comfortable working independently, and experienced in managing trading activity across multiple client accounts.
Prior hands-on experience with LPL Financial's ClientWorks Rebalancer is mandatory. We're looking for someone who already understands the platform and can hit the ground running.
This is an excellent opportunity for someone who enjoys the technical and analytical side of wealth management and wants to play an important role in supporting a growing national advisory firm.
Key Responsibilities
- Execute and oversee daily trading activity across client accounts, predominantly relating to custom model portfolio rebalances, tax-loos harvesting, and occassional ETF and mutual funds review and selection.
- Manage portfolio rebalancing using LPL ClientWorks Rebalancer, ensuring trades are executed accurately and efficiently.
- Monitor client portfolios for allocation drift, cash balances, investment restrictions, and rebalancing opportunities.
- Analyze portfolio allocations, holdings, performance, and risk exposures to help support investment decisions.
- Work closely with financial advisors to implement portfolio changes, investment strategies, and model updates.
- Assist with portfolio transitions, cash management, and the investment of new client assets.
- Review trade activity for accuracy and help resolve trading discrepancies or operational issues.
- Coordinate with custodians, trading platforms, and internal teams to ensure smooth execution and settlement.
- Identify opportunities to improve trading workflows, operational efficiencies, and portfolio management processes.
- Maintain accurate records and follow established trading procedures and compliance requirements.
- Support the continued development and expansion of Perennial's centralized trading capabilities.
Required Qualifications
- Minimum 3 years of experience in securities trading, portfolio rebalancing, investment operations, or a closely related role within the financial services industry.
- Demonstrated hands-on experience with LPL ClientWorks Rebalancer. This is a firm requirement and candidates without this experience will not be considered.
- Active FINRA Series 7 and Series 66 licenses, or qualifying equivalent registrations where applicable.
- Strong understanding of investment products, including stocks, ETFs, mutual funds, and fixed income.
- Experience with portfolio allocation, trading workflows, and rebalancing methodologies.
- Strong analytical skills and exceptional attention to detail.
- Ability to manage multiple priorities and work accurately in a fast-paced environment.
- Excellent communication skills and a collaborative, team-oriented approach.
- Comfortable working independently in a fully remote environment.
- Strong proficiency with Microsoft Excel and financial services technology.
Preferred Qualifications
- Previous experience supporting multiple financial advisors within an independent RIA, hybrid RIA, or broker-dealer.
- Familiarity with additional custodial platforms, particularly LPL, Fidelity and Charles Schwab.
- Experience with portfolio management and rebalancing systems such as iRebal or Orion.
- Experience with model portfolio implementation, tax-aware trading, and portfolio transition management.
- Familiarity with investment performance reporting and portfolio analytics.
- Experience helping improve or scale centralized trading operations.
Compensation & Benefits
We offer a competitive compensation package designed to attract and retain talented professionals.
- Annual base salary depending on qualifications and experience.
- Eligibility for a discretionary performance-based bonus.
- Fully remote work environment.
- Benefits and paid time off in accordance with company policies and eligibility requirements.
- Opportunities for professional development and career advancement.
- A collaborative and supportive team environment within a growing national organization.
About Perennial Financial Services
Perennial Financial Services is a nationally recognized, independent wealth management firm serving individuals, families, and businesses across the country. Founded in 2004, we've grown into a multibillion-dollar organization supporting more than 50 financial advisors across multiple states.
Our success has been built around a simple philosophy: provide advisors with the independence to run their businesses while giving them the technology, resources, and support they need to thrive.
We're proud of our collaborative culture, entrepreneurial mindset, and commitment to doing what's right for our clients and advisors. As we continue to grow, we're looking for talented professionals who want to contribute to that success and help us build an even stronger organization.
Why Join Perennial?
At Perennial, we believe our people are one of our greatest assets.
We're large enough to provide meaningful resources, sophisticated technology, and opportunities for professional growth, but still small enough that individual contributions make a real difference.
You'll have the opportunity to work directly with experienced financial professionals, contribute to the continued development of our trading operations, and help support a firm that's constantly looking for ways to improve.
We value initiative, accountability, collaboration, and people who take pride in their work. If you're someone who enjoys solving problems, improving processes, and being part of a growing organization, we'd love to hear from you.
How to Apply
Please submit your resume along with a brief overview of your experience with LPL ClientWorks Rebalancer, including how you've used the platform in your current or previous roles.
Please note: Prior hands-on experience with LPL ClientWorks Rebalancer and the required securities licenses are mandatory for consideration.
Perennial Financial Services is an equal opportunity employer. Employment decisions are based on qualifications, merit, and business needs, without regard to any status protected by applicable law.
Pay: $75,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Paid sick time
- Paid time off
- Retirement plan
- Vision insurance
Experience:
- professional securities trading or portfolio rebalancing: 3 years (Preferred)
- direct, hands-on experience using LPL ClientWorks Rebalancer: 1 year (Required)
- working with an RIA, hybrid RIA, or broker-dealer: 1 year (Preferred)
License/Certification:
- FINRA Series 7 and Series 66 licenses (Required)
Work Location: Remote
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Who's Hiring
What Employers Look For
The qualifications that appear most often in remote associate trader jobs.
- Bachelor's degree in finance, economics, mathematics, or a related quantitative field
- Proficiency with trading platforms, Bloomberg Terminal, or similar market data systems
- Series 57 or Series 63 license, or willingness to obtain upon hire
- Strong quantitative and analytical skills with experience in financial modeling or statistical analysis
- Understanding of market microstructure, order types, and execution strategies
- Internship or prior experience in a trading, sales and trading, or investment management environment
Tips for Your Remote Associate Trader Job Search
Apply early to remote roles that fit
Migrate Mate lists remote associate trader openings from across the U.S. in one place, so you can find roles that match your background and apply directly without sorting through unrelated postings.
Show async communication skills upfront
Remote trading desks rely on written updates, Slack threads, and documented trade rationale instead of real-time floor conversation. Your resume and cover letter should demonstrate that you can communicate decisions clearly in writing, not just execute them.
Build a documented paper trading record
Remote employers can't observe you on a floor, so a verifiable paper trading log or quantitative project showing your methodology, risk controls, and results gives hiring managers something concrete to evaluate before an interview.
Get fluent in remote trading infrastructure
Comfort with cloud-based execution platforms, risk dashboards, Python or similar scripting for data pulls, and video-based team standups signals to remote firms that you won't need on-site hand-holding to get up to speed.
Remote Associate Trader Jobs: Frequently Asked Questions
How do I get a remote associate trader job?
Target remote-first proprietary trading firms, fintech platforms, and distributed quant shops that have built infrastructure for off-site traders. Remote employers screen heavily for self-direction, clear written communication, and proficiency with trading platforms, risk management tools, and data analysis. Demonstrating that you can execute independently, document your reasoning, and flag issues proactively without a floor manager nearby gives you a real edge over candidates who only have in-office experience.
Which companies hire remote associate traders?
Employers currently hiring remote associate traders include BlackRock, LBM Advantage, and EQT Corporation, per current remote listings on Migrate Mate as of November 2026. These tend to be remote-first proprietary trading firms, fintech companies, and distributed financial services teams operating across multiple time zones.
Can you get a remote associate trader job with no experience?
Yes, but remote entry-level associate trader roles are harder to land because you are expected to work independently from day one with minimal in-person coaching. Your best path is through remote-first fintech firms or prop trading shops that run structured virtual training programs. Showing a paper trading portfolio, quantitative project work, or relevant coursework in finance or programming can substitute for formal experience and open doors at these employers.
Do you need a degree for remote associate trader jobs?
Not always, though a degree in finance, economics, mathematics, or a related quantitative field is common among applicants. Remote employers weigh demonstrated trading ability, proficiency with analytical tools, and a record of independent decision-making just as heavily. Candidates who can show consistent paper trading results, coding ability relevant to strategy execution, or completion of recognized finance certifications often compete effectively without a traditional four-year degree.
See All 6 Remote Associate Trader Jobs
Find roles that match your experience and apply in just a few clicks.
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