Hybrid ETF & Fixed Income Trading Specialist

Cetera Financial Group; Dallas (TX); Hybrid; USD 55,000 - 75,000; Full time

Benefits offered by this job

CFP Certification

Job summary

Cetera Financial Group in Dallas seeks an Investment Associate to execute and manage trades across ETFs, mutual funds, and fixed income. You will work with the Investment Manager to implement trading strategies and align client portfolios with risk objectives in a hybrid office environment.

Responsibilities include placing trades, reviewing accounts for tax harvesting and rebalancing, monitoring markets, and communicating activity to wealth managers.

Qualifications

• Bachelor's degree in finance, economics, business, or a related field.
• Series 65 license required.
• Proven experience as a trader in a financial institution.
• Strong knowledge of financial markets, trading instruments, and asset classes.

Responsibilities

• Place trades and raise cash for distribution requests and implement the investment strategy.
• Review accounts weekly for tax harvesting, rebalancing, cash allocation, and replenishment.
• Use trading platforms to execute orders efficiently.
• Manage and optimize trading portfolios within risk and compliance guidelines.
• Stay informed on market trends, regulations, and developments affecting trading.

Skills

Analytical skills

Risk management

Communication skills

Decision-making under pressure

Detail-oriented

Education

Bachelor's degree in finance, economics, business, or a related field

Series 65 license

Tools

Trading software

Job description

Cetera Financial Group in Dallas seeks an Investment Associate to execute and manage trades across ETFs, mutual funds, and fixed income. You will work with the Investment Manager to implement trading strategies and align client portfolios with risk objectives in a hybrid office environment.

Responsibilities include placing trades, reviewing accounts for tax harvesting and rebalancing, monitoring markets, and communicating activity to wealth managers.