Trader with Series 65 License

Job Summary

A company is looking for a Trader to manage and execute investment portfolios while ensuring optimal trade execution and risk management.

Key Responsibilities

• Execute complex trades across various asset classes with precision and accuracy
• Invest and manage client accounts using advanced investment strategies
• Identify and mitigate trading risks while ensuring compliance with regulatory requirements

Required Qualifications

• 5+ years of trading experience at a TAMP or RIA in the wealth management industry
• Series 65 / 66 or other industry designations preferred, or ability to obtain within 90 days of hire
• Strong knowledge of major custodians like Charles Schwab and Fidelity
• Extensive trading experience across multiple asset classes
• Demonstrated ability to learn and adapt to new technologies