Equity Trader

Brokerage Operations Opportunity in Financial Services

Equity Trader

Location(s):

Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339

La Vista:12325 Port Grace Blvd, La Vista, NE 68128

Oakdale: 7755 3rd St. N, Oakdale, MN 55128

Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255

St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office.

Role Type: Full-time

Salary: $52,000 - $70,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits

Summary:

We are seeking an intelligent, motivated individual to fill a position on the network's Equity & Options Trade desk as an equity and options operation's trader. Knowledge of Pershing, NFS, Envestnet or any wealth management trading platform is preferred . We will train the right candidate. Series 7 license required.

Responsibilities:

• Service the trading needs of representatives for the Osaic Advisor Network

• Process and facilitate equity & option transactions from representatives.

• Field inquiries regarding general knowledge of securities, policies, quotes, and fees

• Diligently process trade errors for firm and representatives

• Timely review of transactions for alignment with market and firm guidelines

• Prioritize information that needs immediate attention.

• Ensure timely follow-up concerning all issues and inquiries.

• Other duties as assigned.

Education Requirements:

• Bachelor's Degree Preferred, H.S. Diploma or GED certificate + significant practical experience will be considered.

Basic Requirements:

• FINRA Series 7 and 63 are required.

• 1+ years relevant working experience is required.

• Prior trading experience required.

• Ability to communicate clearly and confidently.

• Proven analytical and problem-solving skills.

• Ability to learn quickly and operate autonomously in a fast-paced environment.

• Computer skills with an aptitude for troubleshooting

• Strong organizational and time management skills with exceptional attention to detail with ability to prioritize and multi-task.

• All other duties as assigned.

Preferred Requirements:

• 2 or more years of financial services experience is preferred.