TLWM Financial is an established San Antonio-based wealth management firm with more than 20 years of experience serving individuals and families in our community. We provide investment management, comprehensive financial planning, and ongoing advisory services to retirees, families, business owners, and high-net-worth individuals. Our approach combines thoughtful advice, attention to detail, and a high standard of personal service.
TLWM Financial offers a competitive base salary and the opportunity to earn quarterly performance-based bonuses tied to established objectives. Additional benefits information including health, dental and vision insurance and 401k and profit sharing plan is available during the recruiting process.
The OpportunityWe are seeking a detail-oriented Trading Operations Assistant to support the daily activities of our trading and investment operations team. This role is well suited for a candidate who understands capital markets, works accurately under time-sensitive conditions, and enjoys collaborating with traders, advisors, operations personnel, and custodians. The successful candidate will help maintain the accuracy, responsiveness, and efficiency of our trading workflows. Key Responsibilit...
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