Job Description
HCM Wealth Advisors & CPAs – Cincinnati, Ohio About Us HCM Wealth Advisors & CPAs is an independent, fee-only wealth management and Registered Investment Advisor (RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and accounting services to help successful professionals and business owners achieve long-term financial success.
Position Summary We are seeking a highly driven and experienced Professional Trader to join our organization in the Cincinnati, Ohio area. This in-office role is responsible for the strategic execution of trades, portfolio monitoring, and risk management across designated asset classes. The ideal candidate will possess a strong understanding of global financial markets, demonstrate sound analytical judgment, and operate with the highest level of professionalism, discipline, and integrity.
The Professional Trader will play a critical role in supporting the firm’s investment and trading objectives through informed decision-making and adherence to established compliance and risk management standards.
Key Responsibilities - Execute trades efficiently and accurately in alignment with established investment strategies and risk parameters
- Manage trading positions while maintaining strict adherence to internal controls, compliance requirements, and risk guidelines
- Collaborate with portfolio managers, analysts, operations, and compliance teams to support overall trading and investment objectives
- Maintain detailed and accurate records of trading activity, performance metrics, and market observations
- Evaluate portfolio exposures and assist in managing market, liquidity, and operational risks
- Contribute to the ongoing refinement of trading strategies, processes, and operational efficiencies
- Remain current on industry trends, regulatory changes, and evolving market conditions
Qualifications & Experience - Bachelor’s degree in Finance, Economics, Business Administration, Mathematics, or a related field required
- Minimum of 1-3 years of professional trading or financial markets experience preferred
- Strong understanding of financial markets, securities, and trading methodologies
- Experience with trading platforms, order management systems, and market data tools
- Strong analytical, quantitative, and problem-solving abilities
- Excellent attention to detail, organizational skills, and time management
- Effective written and verbal communication skills
- Ability to maintain confidentiality and exercise sound professional judgment
- Advanced proficiency in Microsoft Excel
- Prior experience with trading platforms and rebalancing software
Preferred Qualifications - Experience trading equities, fixed income, derivatives, or alternative investments
- Familiarity with portfolio analytics and risk management frameworks
- FINRA licenses or other industry certifications preferred, where applicable
- Experience with Tamarac software system
- Knowledge of compliance and regulatory standards within the financial services industry
Professional Competencies - Strategic thinker with strong analytical capabilities
- Ability to perform effectively under pressure and within time-sensitive environments
- High level of integrity, accountability, and professionalism
- Strong decision-making and risk assessment skills
- Collaborative mindset with the ability to work cross-functionally
Compensation & Benefits We offer a competitive compensation package, including performance-based incentives, comprehensive benefits, retirement savings opportunities, paid time off, and professional development support.
Additional Information HCM Wealth Advisors & CPAs is an equal opportunity employer committed to fostering a diverse and inclusive workplace. This job description is not exhaustive and may be modified as business needs evolve.
Job Tags
Full time, Work at office