Associate Trader job vacancy in Financial Independence Group Inc – Jobs in North Carolina

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Job Details
Company Name : Financial Independence Group Inc
Company Location : Cornelius, NC 28031
Job Position : Associate Trader
Job Category : Jobs in North Carolina

Job Description :

Description:

One of our Financial Planning Firms is seeking an Associate Trader to join their team! Their business model was built around the idea that independent investment advisors should focus their attention on building their book of business by developing strong client relationships and holistic financial planning.

Through an experienced team of specialists and strategic partners, they deliver the support needed to free up the advisors’ time and allow them to operate at peak capacity.

Summary of Position

The Associate Trader ensures that client accounts adhere to their specified investment allocations. The role requires an individual with meticulous attention to detail and the ability to maintain focus while processing trade requests received throughout the day.

Responsibilities

  • Collaborate with the Head Trader, the Investment Team, and other members of the organization to manage client accounts according to their specified allocations
  • Review and process requests for purchase or sale of securities
  • Review and process requests for money movement, distributions, and contributions
  • Work with custodians to execute and confirm trade requests
  • Review securities transactions to ensure that all trades conform to company policies and securities regulations
  • Conduct periodic reviews and audits of client accounts
  • Facilitate efficient and scalable trading practices
  • Participate in ad-hoc projects to support other teams within the organization

Requirements:

  • Meticulous organization, attention to detail, professionalism, time-management skills, and the ability to work both independently and with others
  • An entrepreneurial mindset
  • Some experience in investment management and/or securities trading
  • Proficiency in Microsoft Excel
  • 4-year college degree preferred
  • Experience using Orion Advisor Tech is a plus but not required

Job Type: Full-timePay: Commensurate with experienceBenefits:

  • 401(k)
  • Dental insurance
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Paid time off
  • Vision insurance

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