Rapidly growing, highly successful firm looking to add to their Trading team. In search of experienced Trader who is efficient, accurate, client-focused and deadline oriented to work in a rapid paced environment.
- Execute purchase and sale of securities for our clients.
- Subject matter expert to clients and internal departments.
- Responsible for all transactions associated with portfolio changes, model maintenance, periodic re-balancing, and monitoring accounts.
- Provide portfolio analytics.
- Trades will include Mutual Funds, Equities, Options and Fixed Income.
- 3+ year previous Trading experience.
- Ideal candidate will have FINRA Series 7 and/or 24 licensing.
- Strong organizational skills - - MUST be deadline oriented!
- Strong understanding of operational aspects of asset/money movement and trading attributes of various investment products.
- Collaborative and team-oriented.
- Strong written & verbal communication skills.
Executive Recruiter / Market Specialist
SPECIALTIES: All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.
EXPERIENCE: My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.
The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions. We also place Investment professionals, Financial Advisors & Brokers.
I’M IN THIS BUSINESS BECAUSE: There’s no better feeling than helping someone realize their goals by assisting them in advancing their career. I love making that connection! My goal is to consistently build long lasting relationships with both my clients and my applicants.
CLIENTS CAN COUNT ON ME BECAUSE: I pride myself on the quality of my work and I truly CARE about their needs. The better I know them, the better my understanding is as to who would fit their needs.