Trader

Cetera • Dallas, TX

3h • $63,000 - $97,000 • Onsite

About The Position

This role is ideal for someone who enjoys the fast-paced financial markets environment and wants to work directly with trading, investment products, and financial advisors. The Trader supports the execution of mutual fund, equity, option, and fixed-income trades for both managed and retail brokerage accounts. The individual works closely with financial advisors, assists with account rebalancing and portfolio management activities, and serves as a subject matter expert on investment products and trading processes.

Requirements

• Strong understanding of financial markets and investment products.
• Experience in trading, portfolio administration, or wealth management operations.
• Active Series 7 & Series 63 licenses (or ability to obtain them within 90 days).
• Excellent analytical skills and attention to detail.
• Ability to explain complex investment concepts to advisors and clients.
• Strong customer service mindset and problem-solving abilities.

Responsibilities

• Execute trades accurately across various account types.
• Support managed accounts and portfolio rebalancing activities.
• Assist advisors with investment product and trading inquiries.
• Monitor trading reports, margin activities, and account management tasks.
• Improve trading processes and participate in special projects.
• Provide exceptional service to advisors and internal stakeholders.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed