Trading Analyst - Series 7 66

VirtualVocations
Jackson Heights, New York, United States
Full-time

A company is looking for a Trading Analyst to manage the trading process and support financial advisor teams.Key ResponsibilitiesManage the trading process flows between financial advisor teams, operations, compliance, and investmentsUtilize trading software to ensure efficient and accurate trade executionProvide support to financial advisor teams and assist in client retention and acquisitionRequired QualificationsBachelor's degree in business, finance, or economics3+ years of financial product and trading experienceSeries 7, 66 security and Insurance licenses or ability to obtain themAdvanced knowledge of Tamarac Advisor Rebalancing platformMust be in good compliance standing with all rules, regulations, and policies

5 days ago
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