Avrio Wealth was founded in 2020 to offer fee-based wealth planning and investment management to global families who require an international perspective including US taxpayers. Avrio holds a CMS license and is registered with the SEC.

Our belief is that client relationships begin with a financial plan Through planning we create long term relationships with our clients and help guide them to achieve their financial goals.

The Junior Trading role is suitable for someone who knows the complexity of US taxation and understands that trading a portfolio is more than buying and selling a position. They understand the tax ramifications of every trade, they want a career in wealth management for US taxpayers and are comfortable working with a small, yet global, team in a highly regulated financial services industry.

This is not a hybrid roll, it requires 5 days a week in the office.

Responsibilities:

• Support Head of Investments in all aspects of trade entry and execution across multiple custodians
• Understand foreign exchange and multi-currency portfolios
• Be able to execute trades in multiple currencies adjusting back to client base currency
• Research and create reports on economic events globally
• Research and create reports on specific client topics
• Attend client meetings, follow up with clients post meeting with comprehensive notes and next steps
• Maintain accurate client information in Addepar and Wealthbox
• Generate reports for management and regulatory requirements
• Back-up support for other team members

Behavioral Attributes:

• Must be a self-starter, wiling to bring actionable ideas to the practice
• Develops and maintains positive working relationships with others
• Completes action items in a timely manner
• Extremely task-oriented, with high standards of quality and accuracy
• Strong follow-through skills on delegated tasks and assignments
• Maintains a high level of customer service and is passionate about meeting and assisting clients
• Takes pride in the achievement of team objectives
• Manages time effectively
• Consistently follow high standards of business and professional ethics and legal and regulatory requirements