Equity Trader - Osaic

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.

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.