Trading Specialist
2 weeks ago
Summit Financial Group, LLC, a thriving wealth management firm in San Ramon, CA, is seeking a passionate and detail-oriented Trading Specialist to join our dynamic Advisor Resource Center.
Trading Responsibilities:
- Oversight and execution of trading across platforms
- Managing alerts and notifications related to various complex trading schedules and contracts
- Manage and monitor Summit FLD models
- Collaboration with various trading partners at Raymond James and with other investment partners
- Act as a resource to all Summit Advisors for portfolio design proposals
Best Practices for Advisors
- No Trade and Cash Reports – working with Trading team and Advisors/Practice Managers to get in front of forgotten issues or actions that need to be taken.
- Oversee Tax Loss Harvesting Spreadsheet and proactive planning at year-end. Communicate process with advisors and their practices
- Manage Tax Loss Harvesting and proactive planning at year-end
- Provide regular training and best practices as it relates to trading platforms and processes for our Advisors teams.
QUALIFICATIONS AND EDUCATION REQUIREMENTS
- Bachelor’s degree required
- Series 7 and 66 (or 6 and 63 in lieu of 66)
- Prior experience with a platform-based trading software
PREFERRED SKILLS
- Minimum of 2 years’ of industry experience preferably in a trading and/or investment management capacity
- MS 365 Suite
- Intermediate to advanced excel skills
- Understand all aspects of equity and mutual fund trading, including stop orders, limit orders, market orders, GTC orders, margin requirements, and option orders.
Why Summit Financial Group, LLC?
We're more than just a company; we're a team bound by a shared purpose: enriching lives. We work hard, celebrate wins together, and believe in doing the right thing for our clients, our colleagues, and our community. If you're driven by making a lasting impact, Summit might just be your perfect fit.
Ready to join us? Submit your resume and cover letter today We can't wait to hear from you.
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