Trader Visa Sponsorship Jobs in Georgia
Trader visa sponsorship jobs in Georgia are concentrated in Atlanta, where major financial institutions, commodity trading firms, and fintech companies maintain significant operations. Employers such as Intercontinental Exchange and SunTrust's successor Truist have hired internationally for trading roles. Georgia's position as a southeastern financial hub supports active sponsorship activity across equity, fixed income, and energy trading desks.
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Get Access To All JobsINTRODUCTION
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
JOB SUMMARY
Aprio is seeking an Associate Trader to join its Wealth Management team, where you will play a central role in the daily execution, operations, and continuous improvement of trading activity across client accounts. You will execute trades across equities, fixed income, ETFs, and mutual funds while maintaining alignment to model portfolios, client guidelines, and regulatory requirements. This role sits at the intersection of trading operations, data integrity, and emerging automation — offering the opportunity to directly shape how the desk evolves through AI-assisted workflows and process improvement. You will collaborate closely with advisors, the investment team, and internal operations to support accurate, timely, and compliant execution for clients.
WHAT YOU'LL GAIN / IMPACT:
- Direct, hands-on exposure to end-to-end trading operations and model-based portfolio management within a growing wealth management platform.
- The opportunity to own meaningful automation and AI workflow initiatives that reduce manual effort and improve accuracy across the trading desk.
- Cross-functional experience working alongside advisors, portfolio management, and internal operations teams.
- A visible role in onboarding and integrating newly acquired RIA and advisor practices onto the firm's platform and models.
- Professional growth within a high-growth, innovation-driven firm committed to excellence in client outcomes.
KEY RESPONSIBILITIES:
Trading Operations:
- Run post-trade audits, reconciling prior day activity in Orion Eclipse against custodian fills, and investigate discrepancies and settlement issues.
- Set accounts up to trade to their assigned model in Orion Eclipse, covering new accounts as well as allocation changes on existing accounts.
- Maintain account, model, and security data to support smooth daily trading activity, model-wide trades, and rebalancing.
- Assist with account transitions and onboarding for newly acquired RIAs and advisor practices as accounts move onto the platform and firm models.
- Respond to trade-related questions from advisors promptly and coordinate with internal operations and the investment team on day-to-day account activity, including data pulls to support model changes and portfolio reviews.
- Monitor account drift against assigned models and build and maintain recurring reporting, including dispersion and drift reviews, cash, money market, holdings reports, and reconciliation files.
- Write and maintain procedures for recurring work and keep a clear written record behind trades and exceptions.
Trade Execution:
- Execute daily trade requests in Orion Eclipse across equities, bonds, exchange-traded funds (ETFs), and mutual funds accurately and on time.
- Trade accounts assigned to a model, keeping holdings in line with model targets.
- Raise cash for distributions, fees, and client requests, and invest incoming contributions and new money to the assigned model.
- Trade in line with the firm's approach, client guidelines, and regulatory requirements, including managing the tax impact for clients.
- Provide desk coverage during time off, periods of market volatility, and high-volume trading days.
Automation & AI:
- Own a share of the desk's automation work: identify manual and repetitive steps in the daily trading process and rebuild them to reduce time and errors.
- Design, test, and document AI-assisted workflows and agents for reconciliation prep, exception reporting, data validation, and routine documentation.
QUALIFICATIONS
Required:
- One to three years of experience in trading, trade operations, or investment operations at an RIA, wealth management firm, or asset manager.
- Hands-on experience trading in model-based rebalancing or trade order management software — Orion Eclipse, Tamarac, iRebal, TRX, Envestnet, or similar.
- Hands-on experience with at least one major custodial platform — Schwab, Fidelity, Pershing, Altruist, or similar.
- Highly proficient in Excel, with demonstrated ability to work through large data sets accurately.
- Bachelor's degree in finance, economics, accounting, business, mathematics, statistics, or a related field.
- SIE and applicable Series licenses, or the ability to obtain them within three months of hire.
Preferred:
- Experience with Python for data work — reading, reconciling, and validating trade and position files; no software engineering background required.
- Demonstrated use of tooling to remove manual steps from a recurring process — Power Query, advanced Excel automation, macros, scripting, or similar.
- Hands-on use of AI tools, including any experience designing or configuring AI-assisted workflows or agents.
WHY WORK FOR APRIO:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
PERKS/BENEFITS WE OFFER FOR FULL-TIME TEAM MEMBERS:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
WHAT’S IN IT FOR YOU:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
INTRODUCTION
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
JOB SUMMARY
Aprio is seeking an Associate Trader to join its Wealth Management team, where you will play a central role in the daily execution, operations, and continuous improvement of trading activity across client accounts. You will execute trades across equities, fixed income, ETFs, and mutual funds while maintaining alignment to model portfolios, client guidelines, and regulatory requirements. This role sits at the intersection of trading operations, data integrity, and emerging automation — offering the opportunity to directly shape how the desk evolves through AI-assisted workflows and process improvement. You will collaborate closely with advisors, the investment team, and internal operations to support accurate, timely, and compliant execution for clients.
WHAT YOU'LL GAIN / IMPACT:
- Direct, hands-on exposure to end-to-end trading operations and model-based portfolio management within a growing wealth management platform.
- The opportunity to own meaningful automation and AI workflow initiatives that reduce manual effort and improve accuracy across the trading desk.
- Cross-functional experience working alongside advisors, portfolio management, and internal operations teams.
- A visible role in onboarding and integrating newly acquired RIA and advisor practices onto the firm's platform and models.
- Professional growth within a high-growth, innovation-driven firm committed to excellence in client outcomes.
KEY RESPONSIBILITIES:
Trading Operations:
- Run post-trade audits, reconciling prior day activity in Orion Eclipse against custodian fills, and investigate discrepancies and settlement issues.
- Set accounts up to trade to their assigned model in Orion Eclipse, covering new accounts as well as allocation changes on existing accounts.
- Maintain account, model, and security data to support smooth daily trading activity, model-wide trades, and rebalancing.
- Assist with account transitions and onboarding for newly acquired RIAs and advisor practices as accounts move onto the platform and firm models.
- Respond to trade-related questions from advisors promptly and coordinate with internal operations and the investment team on day-to-day account activity, including data pulls to support model changes and portfolio reviews.
- Monitor account drift against assigned models and build and maintain recurring reporting, including dispersion and drift reviews, cash, money market, holdings reports, and reconciliation files.
- Write and maintain procedures for recurring work and keep a clear written record behind trades and exceptions.
Trade Execution:
- Execute daily trade requests in Orion Eclipse across equities, bonds, exchange-traded funds (ETFs), and mutual funds accurately and on time.
- Trade accounts assigned to a model, keeping holdings in line with model targets.
- Raise cash for distributions, fees, and client requests, and invest incoming contributions and new money to the assigned model.
- Trade in line with the firm's approach, client guidelines, and regulatory requirements, including managing the tax impact for clients.
- Provide desk coverage during time off, periods of market volatility, and high-volume trading days.
Automation & AI:
- Own a share of the desk's automation work: identify manual and repetitive steps in the daily trading process and rebuild them to reduce time and errors.
- Design, test, and document AI-assisted workflows and agents for reconciliation prep, exception reporting, data validation, and routine documentation.
QUALIFICATIONS
Required:
- One to three years of experience in trading, trade operations, or investment operations at an RIA, wealth management firm, or asset manager.
- Hands-on experience trading in model-based rebalancing or trade order management software — Orion Eclipse, Tamarac, iRebal, TRX, Envestnet, or similar.
- Hands-on experience with at least one major custodial platform — Schwab, Fidelity, Pershing, Altruist, or similar.
- Highly proficient in Excel, with demonstrated ability to work through large data sets accurately.
- Bachelor's degree in finance, economics, accounting, business, mathematics, statistics, or a related field.
- SIE and applicable Series licenses, or the ability to obtain them within three months of hire.
Preferred:
- Experience with Python for data work — reading, reconciling, and validating trade and position files; no software engineering background required.
- Demonstrated use of tooling to remove manual steps from a recurring process — Power Query, advanced Excel automation, macros, scripting, or similar.
- Hands-on use of AI tools, including any experience designing or configuring AI-assisted workflows or agents.
WHY WORK FOR APRIO:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
PERKS/BENEFITS WE OFFER FOR FULL-TIME TEAM MEMBERS:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
WHAT’S IN IT FOR YOU:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Trader Job Roles in Georgia
See all 60+ Trader Jobs in Georgia
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Search Trader Jobs in GeorgiaTrader Jobs in Georgia: Frequently Asked Questions
Which companies in Georgia sponsor visas for trader roles?
Atlanta-based financial employers with sponsorship history for trading roles include Intercontinental Exchange, Truist Financial, and regional commodity trading firms operating around the city's energy and financial corridors. Asset managers and proprietary trading desks headquartered in Buckhead and Midtown Atlanta have also filed sponsorship petitions for quantitative and execution traders. Sponsorship activity varies by desk size, role seniority, and the specific trading strategy involved.
Which visa types realistically cover trader jobs in Georgia?
Trader roles typically require a bachelor's degree in finance, economics, mathematics, or a related field, which qualifies them as specialty occupations under the H-1B visa. Australian nationals may pursue the E-3 visa, which carries a separate annual allocation and no lottery. Chilean nationals can explore the H-1B1 visa, and Singaporean nationals have access to their own H-1B visa1 allocation. F-1 students may work through OPT while pursuing full-time employment. Employer-sponsored EB-2 or EB-3 green cards are available for longer-term pathways.
How to find trader visa sponsorship jobs in Georgia?
Migrate Mate lists Georgia trader roles specifically at employers with verified visa sponsorship history, so you can focus your applications on firms that have demonstrated willingness to sponsor. Filtering by city lets you target Atlanta's financial district, Buckhead, and Midtown, where trading desks are concentrated. Migrate Mate surfaces sponsorship data alongside active job listings, removing the guesswork of identifying which employers in Georgia will support an H-1B or E-3 petition for trading roles.
Which cities in Georgia have the most trader visa sponsorship jobs?
Atlanta accounts for the overwhelming majority of trader sponsorship activity in Georgia, driven by its concentration of bank trading desks, commodity exchanges, and fintech firms. The Buckhead financial district and Midtown corridor are the primary employer clusters. Outside Atlanta, Savannah has a smaller but growing presence in commodity and logistics-linked trading roles connected to its port economy, though sponsorship volume there is significantly lower than in Atlanta.
Are there any Georgia-specific factors that affect visa sponsorship for traders?
Georgia's status as home to Intercontinental Exchange, one of the world's largest exchange operators, creates a pipeline of quantitative and electronic trading roles that attract international candidates. Georgia Tech and Emory University supply talent in quantitative finance and economics, and some employers near those campuses are familiar with OPT timelines for recent graduates. Atlanta's growing fintech sector also means that algorithmic and technology-adjacent trader roles are increasingly common, which can support H-1B specialty occupation arguments grounded in technical degree requirements.
What is the prevailing wage for sponsored trader jobs in Georgia?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.