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Financial Trader

2 months ago


San Diego, California, United States Cetera Financial Group Full time

At Cetera Financial Group, we strive for excellence in our operations. To achieve this, we require individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as finance and HR. We offer diverse business opportunities that provide meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced environment, you will find opportunities for advancement and success. We are currently seeking a Financial Trader to join our team.

Key Responsibilities:

  • Execute trade orders for stocks, bonds, mutual funds, and other investment products.
  • Provide trading services to registered representatives or for internal company purposes.
  • Execute moderately complex purchases and sales of investment products in a timely and efficient manner.
  • Explain trading procedures to reps and other customers, answer questions, and provide quotes.
  • Research and resolve issues in the trading area.
  • Ensure that all trades meet internal and external compliance standards.

Requirements:

  • High School Diploma or GED
  • Series 7 and 63 required
  • 2+ years of experience within the financial services industry