Equity Trader Specialist

4 weeks ago


San Diego, California, United States Atria Wealth Solutions Full time
Job Title: Equity Trader Specialist

Atria Wealth Solutions, Inc. is seeking an experienced Equity Trader Specialist to join our team. As an Equity Trader Specialist, you will be responsible for providing market information and executing stock orders for our financial professionals and institutions.

Key Responsibilities:
  • Provide current market information and stock quotes to advisors
  • Review intraday trading notifications for possible trade problems
  • Check firm accounts at the end of the day to ensure each account is flat
  • Assist advisors with historical pricing of equity securities
  • Request pricing on un-priced securities
  • Correct equity and corporate action trade errors
  • Investigate short positions
  • Notify advisors of expiring GTC orders
  • Review daily option contract adjustments and notify clients/advisors
Requirements:
  • FINRA Series 7 license
  • Strong computer skills, including Microsoft Office (Excel, Word, Outlook)
  • Quick problem-solving and prioritizing skills
  • Strong oral and written communication skills
  • Ability to adapt and work well within a fast-paced environment
What We Offer:
  • Competitive salary range: $40,000 to $60,000
  • Full benefits package, including medical, dental, and vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off and holidays
  • Critical illness insurance and veterinary pet insurance

Atria Wealth Solutions, Inc. is an equal opportunity employer committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.



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