Can a trading role be both technically demanding and genuinely fulfilling? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area.
We are Glassman Wealth Services, a Vienna, Virginia-based wealth management firm, and we are seeking a Trading/Rebalancing Associate who understands that every trade impacts a real person’s financial future. Ideally, you’ve executed trades before and appreciate that precision and people skills go hand-in-hand.
As a successful candidate, you will thrive in a fast-paced environment where market hours mean game time. You will be detail-obsessed, tech-savvy, and surprisingly calm under pressure. You understand that rebalancing isn’t just about numbers—it’s about keeping promises to clients. We rely on you to be the steady hand that transforms investment philosophy into portfolio reality.
Bottom line: we share a vision for enriching the lives of our clients through thoughtful investment implementation, and you do too. You want to be the person advisors trust to execute their strategies flawlessly—Every. Single. Day. You get excited about clean data, efficient workflows, and that satisfying feeling when portfolios align perfectly. You should want to have fun in the job while taking it seriously and being amazing at it.
The nitty gritty details of your responsibilities and what will make you successful are spelled out below. We encourage you to read them carefully before applying. If, when you’ve reviewed and re-reviewed the specifics, it sounds like we are talking about you, then don’t wait—we’d like to hear from you! But please, no phone calls; we’re serious about that.
And consider this: we are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits. We value our employees, and we’re not afraid to show it. (Really, it’s true – take a look at our Awesome Benefits (https://www.glassmanwealth.com/about/working-at-glassman/)).

• Execute trades across Charles Schwab and Fidelity with the precision of a Swiss watchmaker and the urgency of a caffeinated day trader.
• Monitor portfolios daily and implement rebalancing strategies that keep our clients on track for their goals.
• Partner with advisory and planning teams to turn investment recommendations into portfolio reality.
• Master our tech stack (Salesforce & Tamarac Trading) while constantly improving workflows—because good enough never is.
• Navigate custodian relationships and vendor integrations like a diplomatic problem-solver.
• Tackle cash management, tax harvesting, and model allocations with strategic thinking.
• Generate performance reports that tell the story behind the numbers.
• Reconcile data across platforms because accuracy matters more than speed (but we need both).