Investment Trader

Integrity; Urbandale (IA); Sur place; USD 90 000 - 150 000; Plein temps

Avantages offerts par ce poste

Competitive compensation

Benefits package

Résumé du poste

Integrity Wealth in Urbandale, IA is seeking an Investment Trader to execute trades across fixed income, equities, ETFs, mutual funds and options, and to optimize the firm’s investment lineup. You will maintain oversight of internal and sub-advised portfolios, review accounts through Schwab, Fidelity and Pershing, and collaborate with the portfolio management team on model changes and implementation.

The ideal candidate has 2+ years of financial services experience, FINRA Series 7, and Series

Qualifications

• Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
• FINRA Series 7 required. Series 65/66 required within 6 months.
• 2+ years of financial services experience in trading, operations, or client support.
• Strong numerical ability and capability with broker-dealer and RIA processes.

Responsabilités

• Execute buy and sell orders for securities, including stocks, bonds and derivatives.
• Maintain daily oversight of internal and sub-advised investment portfolio offerings.
• Review newly opened and funded accounts through Schwab, Fidelity, and Pershing.
• Process daily account rebalances and portfolio rebalances as needed using trading software.
• Collaborate with portfolio management on model changes and implementation.
• Perform post-trade reconciliation and handle follow-up items.
• Coordinate with Compliance on regulatory concerns and sales practices.
• Communicate investment strategies and portfolio performance to team.

Connaissances

Financial services

Trading experience

Attention to detail

Strong communication

Formation

Finance/Economics degree

Outils

Schwab

Fidelity

Pershing

Trading software

Description du poste

## Investment TraderApply: Urbandale, IA: Full time: Posted Today: JR4920**About Integrity Wealth**Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity’s formidable and diverse wealth-focused partner firms to more comprehensively work with the company’s Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime. Integrity Wealth, in combination with Integrity’s pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide-ranging and cross-functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being — from health and life insurance to retirement and financial planning. **Job Summary**This position will play a crucial role in executing trades, managing Integrity Wealth’s proprietary investment lineup and optimizing the investment with various securities. The Investment Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and Excel software. Executing transactions for Integrity’s Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.### **Primary Responsibilities:*** Execute buy and sell orders for various securities, including stocks, bonds and derivatives.* Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing* Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software* Collaborate with the portfolio management team to assist in model changes and implementation.* Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.* Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.* Communicate with various team members and stakeholders regarding investment strategies and portfolio performance* Other tasks as assigned### **Primary Skills & Requirements:*** **Experience:** 2+ years of financial services experience in a trading, operations, or client support role. Experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.* **Education:** Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.* **Licensing:** FINRA Series 7 required. Series 65/66 required within 6 months.* Must display Core Values* Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes.* Strong attention to detail* Product knowledge in managed accounts, securities, and trading systems* Strong conceptual skills with an ability to deliver big ideas that drive results* Exceptional written and verbal communication skills **About Integrity****Integrity** is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. **Integrity** is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.**Integrity** offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At **Integrity,** you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.Headquartered in Dallas, Texas, **Integrity** is committed to meeting Americans wherever they are — in person, over the phone or online. **Integrity’s** employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.*Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.*