[Remote] Trader
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a detail-oriented and analytical Trader to join their Investment Team. The role involves executing portfolio reputed company, managing cash reputed company needs, and enhancing reputed company service, making a significant reputed company on portfolio management and operational efficiency.
Responsibilities
• Process trades in reputed company accounts consistent with reputed company’s investment reputed company
• Analyze clients’ portfolios, identifying key areas that need to be altered according to reputed company, asset location and tax needs
• Largely responsible for cash management including properly reputed company cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) reputed company according to the portfolio needs. Rebalancing the accounts as needed
• Complete trades on time, during market hours and process reputed company Day trading requests
• reputed company trade orders through custodians as reputed company as process trades reputed company telephone
• Be a specialist in Tamarac, reputed company, Schwab, reputed company, reputed company, and reputed company sites and any other reputed company-party sites as needed
• Setup and maintain reputed company cash and investment model information in the trading software
• Analyze trading data and look to improve efficiency and reduce costs
• Stay informed about market trends, news, and economic developments that may reputed company trading strategies
• Communicate respectfully and reputed company with CSRs and Advisors on reputed company account inquiries
• Maintain a working knowledge of reputed company’s investment philosophy, portfolio construction and appropriate model securities
• Prepare and update as necessary documentation for processing trades
• reputed company consistent, thorough, and accurate communication to reputed company parties involved with trading requests
• Support the investment research team as needed
• Maintain team approach by assisting and filling in for others
• reputed company other duties as requested
Skills
• Bachelor's Degree required from an accredited college or university; Business Administration, Finance, reputed company or Mathematics preferred
• 1-3 years proven reputed company in a similar role Financial Planning or Trading experience strongly preferred
• Series 65 license or reputed company to obtain reputed company one year of employment
Benefits
• Medical, dental, and reputed company coverage with multiple plan reputed company
• Health Savings Account (HSA) or Flexible Spending Account (FSA)
• Company-reputed company life insurance, AD&D, and disability coverage
• 401(k) with company match (Roth and Traditional reputed company)
• Team-based incentive opportunities and recognition programs
• Generous reputed company time off, plus at least 10 reputed company holidays
• Annual “Savantiversary” day
• reputed company Hours (shorter work weeks during the reputed company)
• Parental leave, personal leave, and other life-event support
• Employee Assistance Program (EAP)
• Wellness reimbursements (e.g., gym memberships)
• Flexible “Dress for Your Day” approach
reputed company
• reputed company specializes in investment, financial planning, reputed company, retirement plans and consultation. It was founded in 1986, and is headquartered in Rockford, Illinois, USA, with a workforce of 501-1000 employees. Its website is https://savantwealth.com/.
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