Series 65 Licensed Trader

Job Summary

Detail-oriented and analytical, the full-time Series 65 Licensed Trader will execute portfolio strategies, manage cash flow needs, and support client service in a fully remote environment.

Key responsibilities

• Process trades in client accounts according to investment strategy and manage cash flow effectively
• Analyze client portfolios to identify necessary adjustments based on strategy and tax needs
• Communicate with team members and clients regarding trading requests and maintain accurate documentation

Required qualifications

• Bachelor's Degree from an accredited college or university, preferably in Business Administration, Finance, Accounting, or Mathematics
• 1-3 years of experience in Financial Planning or Trading is strongly preferred
• Series 65 license or the ability to obtain it within one year of employment