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Assistant Trader

Warburton Capital Management
Tulsa, Oklahoma
$50,000 - $75,000 Salary + Benefits
Closing date
May 23, 2024

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Job Role
Financial Planning Support
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification

Job Details

Company Description:

Warburton Capital Management is an independent, fee-only, fiduciary advisory firm located in Tulsa, Oklahoma. Our mission is to help our clients achieve financial freedom and maintain optimal financial well-being. We bring years of experience and expertise to every aspect of our clients' financial lives, focusing on true Wealth Management through a Disciplined Consultative Process.

Role Description:

Warburton Capital Management is seeking a full-time Assistant Trader to join our team on-site. The Assistant Trader will play a key role in supporting day-to-day trading activities, including trade execution, order management, and portfolio rebalancing. Additionally, they will collaborate closely with our investment team to analyze market trends and develop effective investment strategies. Attention to detail and the ability to thrive in a fast-paced environment are essential for success in this role.


  • Strong analytical and problem-solving skills.
  • Experience in trade execution and order management.
  • Knowledge of financial markets and investment principles.
  • Proficiency in trading platforms and portfolio management software.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Detail-oriented with strong organizational skills.
  • Bachelor's degree in Finance, Economics, or related field.

Additional Requirements:

  • Series 65 Licensure.
  • Experience with Mutual Funds, ETFs, Treasuries, and Options trading preferred.


Base compensation range for 2024: $50,000 - $75,000, subject to annual adjustments based on performance, credentials, and market conditions. Performance-based incentives and bonuses may be awarded based on trading results and individual contributions specific to our investment methodology.


  • This role offers a unique opportunity to join a reputable advisory firm dedicated to providing exceptional service to our clients. As an Assistant Trader at Warburton Capital Management, you will have the chance to contribute to the success of our trading operations and collaborate with a talented investment team. If you possess the necessary qualifications and are eager to further your career in the financial industry, we encourage you to apply and become part of our dynamic team.


Warburton Capital is a Registered Investment Advisor. Our advisors are independent, fee-only fiduciaries who work to help clients identify, clarify, and achieve their personal and professional goals. Ultimately, we strive to help clients build a level of financial peace of mind that helps them make work optional and maintain that status. Warburton Capital advisors implement a unique, consultative process informed by extensive education and years of advising experience. We guide clients along proven pathways to wealth by leveraging the services of a carefully selected resource team. Those experts specialize in investment strategies, estate planning, taxation, asset protection and charitable giving.

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