April 14, 2026
Financial Harvest Wealth Advisors: We’re Growing and Hiring
At Financial Harvest Wealth Advisors, we continue to grow our business, our brand, and our team. Financial Harvest delivers family office-type personalized services to wealthy clients. These family office-type services are typically only accessible to the ultra-wealthy. We bring this level of service to the “little guy.” We continued this growth rate and success in 2025, earning a Best Advisory Firm award from USA Today, placing us in the top 0.3% of over 15,000 SEC-registered investment advisory firms.
Career Opportunities at Financial Harvest Wealth Advisors
Financial Harvest Wealth Advisors is seeking a Portfolio Trader & Operations Specialist to join our growing team in Winter Park, Florida with anticipation of advancement to associate advisor for those looking to do so. This role is perfect for detail-oriented individuals with a strong work ethic who are passionate about making a difference in clients’ financial lives. You’ll be learning to be instrumental in managing portfolios, implementing investment strategies, enhancing our operational processes using cutting-edge financial technologies including multiple AI tools and attending client meetings where appropriate.
With over $600 million in assets under management and a 15+% annual growth rate, we offer a supportive, family-like environment and clear paths for career advancement. If you’re ready to redefine the financial industry and be part of an award-winning firm, this could be your perfect next move.
The position is more than a great job, it can truly be a door-opening career growth opportunity. Beyond the first year, this new team member will have the chance to grow personally and professionally with our firm. Should your curiosity, continual learning, and desire to contribute lead you to a broader role in the firm, we are eager to partner and sponsor your development with licensing (Investment Adviser Representative IAR) and certification (CERTIFIED FINANCIAL PLANNER® CFP) processes.
Here’s what the role and then ideal prospect looks like:
During your first year, you’ll focus on learning to implement and improve select mission-critical practices and procedures. Working closely with our CEO and advisors, you will participate and, at times, solely be responsible for the following initiatives:
- Daily implementation of our investment models, rebalancing strategies, trading processes, and money movement on custodial platforms while making sure our internal controls are as tight as a drum.
- Daily coordination with account custodians to ensure requests and needs for servicing client accounts are completed accurately and on time.
- Development, implementation, and documentation of all workflow processes within the CRM system to track and fulfill commitments and avoid breakdowns so we continually shine for our clients.
- Precise and accurate preparation of documents for meetings to keep client confidence high.
- Integration of our CRM, reporting, and custodial technology platforms to make it easy for our expanding team to care for our increasing client base and create the foundation to double again in four years.
- Thorough written communication with clients, updating them on the progress of “onboarding,” during which we establish new accounts and execute the transition to our firm.
- Improve and maintain excellence in our daily coordination and service functions with clients, custodians, other client professionals, and vendors.
Behavioral Assets:
- High attention to detail
- Systematic, structured thinker with strong follow-through
- Conscientious and precise
- Highly accurate
Want to know more? Does this job intrigue you or sound like a perfect fit for someone you know? Click here to read full details and find out what are the next steps for interested applicants.
The Financial Harvest Wealth Advisory team is dedicated to helping address the unique financial planning needs of each family, business, or individual that we have the privilege to serve. Our team members are focused on client success and helping our clients realize their most significant and meaningful life goals.
