Investment Trader — Wealth & Market Solutions

Integrity

Urbandale (IA)

On-site

USD 90,000 - 150,000

Full time

2 days ago

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Benefits offered by this job

Competitive compensation

Benefits package

Job summary

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.

Responsibilities

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.