Trader

Cetera Financial Group Inc; Dallas (TX); On-site; USD 80,000 - 120,000; Full time

Job summary

Cetera Financial Group Inc. seeks a Trader to support execution of mutual fund, equity, option, and fixed-income trades for managed and retail accounts.

You will work closely with financial advisors, assist with rebalancing and portfolio management, and serve as a subject matter expert on investment products. This role requires a solid understanding of financial markets, trading experience, and strong analytical skills.

Qualifications

• Strong knowledge of financial markets and investment products.
• Experience in trading or wealth-management operations.
• Active Series 7 & Series 63 licenses (or ability to obtain within 90 days).
• Excellent analytical skills and attention to detail.
• Ability to explain complex investment concepts to advisors.

Responsibilities

• Execute trades accurately across 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

Financial markets knowledge

Trading experience

Portfolio administration

Licenses (Series 7 & 63)

Analytical skills

Customer service mindset

Job description

This role is ideal for someone who enjoys the fast-paced financial markets environment and wants to work directly with trading, investment products, and financial advisors.
The Trader supports the execution of mutual fund, equity, option, and fixed-income trades for both managed and retail brokerage accounts. The individual works closely with financial advisors, assists with account rebalancing and portfolio management activities, and serves as a subject matter expert on investment products and trading processes.

Key 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.

What Makes Someone Successful?

• Strong understanding of financial markets and investment products.
• Experience in trading, portfolio administration, or wealth management operations.
• Active Series 7 & Series 63 licenses (or ability to obtain them within 90 days).
• 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.