Strategic Investment Trader & Advisor Support

Cetera Financial Group; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

Mental health benefits

Paid time off and holidays

401(k) with company contribution

Paid parental leave

Health Savings and Flexible Spending

Employee Assistance Program

Paid caregiver leave

Additional benefits

Job summary

Cetera Financial Group is seeking a Trader to support the execution of mutual fund, equity, option, and fixed-income trades for various client accounts. You will work closely with financial advisors, assist with rebalancing and portfolio management, and serve as a subject matter expert on investments and trading processes.

The role requires Series 7 and Series 63 licenses (or ability to obtain within 90 days), strong market knowledge, and a customer-focused approach.

Qualifications

• Active Series 7 and Series 63 licenses (or ability to obtain them within 90 days).
• Strong understanding of financial markets and investment products.
• 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.

Skills

Series 7 licensing

Series 63 licensing

Financial markets knowledge

Analytical skills

Customer service mindset

Job description

Cetera Financial Group is seeking a Trader to support the execution of mutual fund, equity, option, and fixed-income trades for various client accounts. You will work closely with financial advisors, assist with rebalancing and portfolio management, and serve as a subject matter expert on investments and trading processes.

The role requires Series 7 and Series 63 licenses (or ability to obtain within 90 days), strong market knowledge, and a customer-focused approach.