Wealth Trading Operations Specialist

The Martin Financial Group; Wichita (KS); Hybrid; USD 60,000 - 80,000; Full time

Job summary

The Martin Financial Group in Wichita, KS is looking for a Trader to join their dynamic team. This position requires 3-5 years in wealth management, a Bachelor's degree in finance or related field, and expertise in Microsoft Office, especially Excel.

The Trader will ensure accuracy in trade processing and collaborate with the Investment Team on portfolio research. Strong communication skills and a desire for professional growth are essential. A hybrid work model is offered with competitive benefits.

Qualifications

• 3-5 years in the wealth management or investment management industry.
• FINRA SIE, Series 7 and 63 licenses required.
• Proficient in CRM or related software.

Responsibilities

• Facilitate and execute setup, maintenance, monitoring, and management of portfolio models.
• Coordinate with Portfolio Management Team for portfolio objectives.
• Communicate with advising team for trading and asset movement requests.

Skills

Expertise with Microsoft Office suite (Excel)

Strong understanding of financial markets

Critical thinking skills

Excellent verbal and written communication

Education

Bachelor’s degree in business administration, accounting, finance or related field

Tools

Microsoft Office Suite

Envestnet trading (Worksheet, Folio or Tamarac)

Job description

The Martin Financial Group in Wichita, KS is looking for a Trader to join their dynamic team. This position requires 3-5 years in wealth management, a Bachelor's degree in finance or related field, and expertise in Microsoft Office, especially Excel.

The Trader will ensure accuracy in trade processing and collaborate with the Investment Team on portfolio research. Strong communication skills and a desire for professional growth are essential. A hybrid work model is offered with competitive benefits.