Canal Capital Management, a registered investment advisor managing $1.3 billion in assets, is seeking an experienced trader to join our team in Richmond, Virginia.

Position Overview

We are looking for a seasoned trader to assist in portfolio management, execution of firm-wide trading strategies, and equity research. The ideal candidate will combine technical expertise with strong analytical skills to support our continued growth and commitment to client success.

Key Responsibilities

• Execute trades across multiple asset classes for individual client portfolios while ensuring best execution and maintaining detailed documentation
• Monitor and rebalance portfolios to maintain target allocations and implement investment strategies
• Conduct comprehensive stock research and analysis to support investment decisions
• Perform daily reconciliation of trades and maintain accurate records of all trading activities
• Assist in developing and implementing trading strategies across the firm
• Monitor market conditions and identify trading opportunities
• Ensure compliance with all regulatory requirements and firm policies
• Collaborate with portfolio managers to optimize trading efficiency
• Prepare regular trading reports and performance analytics

Required Qualifications

• Bachelor’s degree in finance, Economics, or related field
• Minimum of 3-5 years of trading experience, preferably at an RIA or similar financial institution
• Series 65
• Proficient in trading platforms and financial software
• Strong understanding of financial markets and various asset classes
• Excellent analytical and quantitative skills
• Demonstrated ability to work in a fast-paced environment
• Superior attention to detail and organizational skills

Preferred Qualifications

• Experience with portfolio management software
• Knowledge of risk management principles
• Understanding of trade execution strategies

Personal Qualities

• Strong communication skills and ability to work within a team
• Self-motivated with excellent time management skills
• Professional demeanor and ethical approach to business
• Ability to maintain composure under pressure
• Strong problem-solving abilities

Benefits

• Competitive salary and bonus structure
• Comprehensive health insurance (Company covers 100% for employees)
• Health Savings Account
• 401(k) with company match
• Professional development opportunities
• Paid time off and holidays

Join a growing firm where you’ll have the opportunity to make a meaningful impact on clients’ financial lives while developing your professional expertise.

Canal Capital Management, a registered investment advisor managing $1.3 billion in assets, is seeking an experienced Tax & Financial Planning Associate to join our team in Richmond, Virginia.

Position Overview
Canal Capital Management seeks an ambitious CPA, CFP, or CPA/CFP candidate to join our expanding wealth management practice. As a Tax & Financial Planning Associate, you will be instrumental in delivering comprehensive tax and financial planning services to our high-net-worth clients. Working alongside our experienced team, you’ll help develop and implement customized financial solutions while building long-term client relationships.

Core Responsibilities

Client Service & Advisory

• Partner with lead advisors to deliver exceptional client service and support the full client relationship lifecycle
• Lead client review meetings and assist in prospect conversion meetings
• Develop and present comprehensive financial plans and tax strategies
• Prepare and analyze individual income tax returns and projections
• Maintain detailed client records and ensure data accuracy across platforms

Practice Development

• Create and maintain standardized proposals, presentations, and resource materials
• Contribute to team meetings and annual strategic planning sessions
• Support business development initiatives and client acquisition efforts
• Ensure thorough compliance documentation for all research and trading activities

Required Qualifications

• Bachelor’s degree with active CPA, CFP, or demonstrated progress toward these certifications
• Strong foundation in financial planning, investment concepts, and risk management
• Excellent analytical and quantitative skills, including portfolio theory understanding
• Advanced proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
• Outstanding communication and interpersonal skills
• Proven ability to manage multiple projects and meet deadlines in a fast-paced environment

Ideal Candidate Profile

• Experience in tax compliance and planning (preferred but not required)
• Demonstrated commitment to developing a career in financial services
• Strong attention to detail while maintaining strategic perspective
• Natural ability to build trust and rapport with clients
• Self-motivated with excellent organizational and time management skills
• Team-oriented mindset with strong collaborative approach

Professional Attributes

• Exceptional listening and communication skills
• Ability to translate complex financial concepts into clear client recommendations
• Strong project management capabilities
• Dedication to continuous learning and professional development
• Commitment to maintaining the highest ethical standards

Growth Opportunities

• Mentorship from experienced advisors
• Clear path for career advancement
• Support for continuing education and additional certifications
• Exposure to sophisticated financial planning and tax strategies
• Opportunity to build long-term client relationships

Benefits

• Competitive salary and bonus structure
• Comprehensive health insurance (Company covers 100% for employees)
• Health Savings Account
• 401(k) with company match
• Professional development opportunities
• Paid time off and holidays

Join a growing firm where you’ll have the opportunity to make a meaningful impact on clients’ financial lives while developing your professional expertise.