Investment Trade Desk Analyst

CCI Consulting; Wyncote (Montgomery County); On-site; USD 50,000 - 80,000; Full time

Job summary

A financial advisory firm in Wyncote, PA is seeking a qualified candidate for a role requiring in-depth knowledge of investments and securities operations. The ideal candidate will have strong communication skills and a Bachelor’s degree in business or a related field. This position involves analyzing client accounts, maintaining effective relationships, and adhering to compliance regulations. Competitive compensation commensurate with experience. Suitable for candidates with 1-3 years of relevant experience.

Qualifications

• 1-3 years experience selling/trading stocks, bonds, and mutual funds.
• Ability to analyze and resolve problems with clearing firm issues.
• Must secure Series 24 and 53 within 1 year of placement.

Responsibilities

• Analyze problems with client accounts from clearing firms.
• Coach representatives on industry best practices.
• Execute securities transactions to benefit clients.

Skills

Knowledge of investments

Customer service

Effective communication skills

Organizational skills

Education

Bachelor’s degree in business, marketing or finance

FINRA Series 7

FINRA Series 63 or 66

Job description

A financial advisory firm in Wyncote, PA is seeking a qualified candidate for a role requiring in-depth knowledge of investments and securities operations. The ideal candidate will have strong communication skills and a Bachelor’s degree in business or a related field. This position involves analyzing client accounts, maintaining effective relationships, and adhering to compliance regulations. Competitive compensation commensurate with experience. Suitable for candidates with 1-3 years of relevant experience.