Remote Equity Sales Trader Jobs
Remote equity sales trader jobs are open across the U.S. in institutional brokerage, fintech, and asset management, at remote-first trading firms and distributed financial services teams hiring across all experience levels from junior traders to senior producers. Employers hiring remotely right now include BlackRock, LBM Advantage, and EQT Corporation. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 6+ Remote Equity Sales Trader jobs
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 equity sales trader jobs.
- FINRA Series 7 and Series 63 licenses required
- 2 to 5 years of equity trading or sales trading experience
- Bachelor's degree in finance, economics, or a related field
- Proficiency with Bloomberg Terminal and order management systems
- Demonstrated institutional client relationship management experience
- Strong knowledge of equity market microstructure and execution strategies
Tips for Your Remote Equity Sales Trader Job Search
Apply early to remote roles that fit
Migrate Mate lists remote equity sales trader openings from across the U.S. in one place, so you can find roles that match your experience and apply directly without sorting through non-remote listings.
Lead with your licensing on every application
Remote equity sales trader employers screen for Series 7 and Series 63 credentials before almost anything else. Put your active licenses at the top of your resume so hiring managers see them immediately, not buried in a credentials section.
Show async communication skills concretely
Remote trading desks run on written updates, digital order flow, and video calls rather than floor conversations. Cite specific examples of managing client relationships or executing trades in distributed environments, and make sure your cover letter reads as clearly as a client-facing email.
Get fluent in remote trading platform workflows
Remote equity sales trader roles require comfort with execution platforms, CRM tools, and market data systems you'll run without IT sitting next to you. Name the specific platforms you've used, such as Bloomberg, Fidessa, or Salesforce, so employers know you can be productive from day one.
Remote Equity Sales Trader Jobs: Frequently Asked Questions
How do I get a remote equity sales trader job?
Remote equity sales trader roles go to candidates who can demonstrate client relationship skills, market knowledge, and the ability to execute independently without a trading floor around them. Remote employers screen heavily for written communication, since most client and team interaction happens over email, chat, and video. Holding Series 7 and Series 63 licenses, showing a history of managing accounts or generating flow, and being comfortable with remote trading platforms all give you a clear edge.
Which companies hire remote equity sales traders?
Employers currently hiring remote equity sales traders include BlackRock, LBM Advantage, and EQT Corporation, per current remote listings on Migrate Mate as of November 2026. Remote equity sales trader roles tend to come from remote-first broker-dealers, distributed institutional trading desks, and fintech firms building out coverage teams without requiring traders to sit in a central office.
Can you get a remote equity sales trader job with no experience?
Yes, but remote entry-level equity sales trader roles are harder to land because firms expect you to manage relationships and market decisions with less daily oversight than you'd get on a floor. Smaller remote-first broker-dealers and fintech trading platforms are most likely to hire entry-level candidates. Showing completed licensing exams, demonstrated market knowledge, and the ability to communicate clearly in writing can substitute for direct professional experience.
Do you need a degree for remote equity sales trader jobs?
Usually, but the degree matters less than your licenses and your ability to generate business. Most remote firms expect a bachelor's degree, but they weigh Series 7 and Series 63 licensing, demonstrated client relationship skills, and a credible understanding of equity markets just as heavily. Candidates who can show real results, such as accounts managed or trading volume generated, often move forward without a finance-specific degree.
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