Job DescriptionWe are current seeking a Financial Trader.
Responsibilities• Executes trade orders for stocks, bonds, mutual funds, and other investment products.
• May provide trading service to registered representatives or for internal company purposes.
• Executes moderately complex purchases and sales of investment products in a timely and efficient manner.
• Explains trading procedures to reps and other customers, answers questions and provides quotes.
• Researches and resolves issues for trade related issues.
• Ensures that all trades meet internal and external compliance standards.
• Checks to verify proper licensing of outside representatives.
• Other duties as assigned.
Requirements• Demonstrates understanding of administration business and knowledge of company products and services.
• Ability to manage tasks in an assertive, efficient, and timely manner.
• Must be able to multitask and keep calm under pressure.
• Detailed oriented.
• Registered with the following FINRA licenses.
o FINRA Series 7 - General Securities Representative
o FINRA Series 63 - Uniform Securities Agent State Law
What we give you in return:Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
- Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
- Easy access to mental health benefits to meet our team members and their families where they are.
- 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
- 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
- Paid parental leave to support all team members with birth, adoption, and fostering.
- Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
- Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
- Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
- Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind
