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Associate Trader, Wealth Management

Aprio · Other

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.

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