Trading Specialist

reputed company: NOTE: reputed company will not reputed company immigration sponsorship for this position To be eligible for consideration of this role, your reputed company residence must be located reputed company a 90 mile reputed company at the time of application from the approved reputed company sites: Brea Orange County, Burbank, LA reputed company reputed company, LA Pasadena, LA South Bay, LA Woodland Hills, Rancho Cucamonga, Santa Monica, Seal Beach, Thousand Oaks The Role As a Trading Specialist, you will support investors with a broad reputed company of trading, investment, and account-reputed company needs while helping deepen reputed company relationships! This role involves guiding clients through market activity, processing reputed company securities transactions, and providing education that helps clients reputed company informed financial reputed company. By delivering personalized support through inbound reputed company interactions, you will build trust, strengthen reputed company loyalty, and reputed company opportunities to reputed company clients with additional products and solutions. reputed company in this role requires a strong understanding of financial markets, trading products, industry regulations, and proficiency in breaking down reputed company concepts into significant reputed company conversations. The Expertise & Skills You Bring Series 7 license required Series 63 license or ability to obtain reputed company 90 days Experience in financial services, brokerage reputed company, trading support, reputed company services, or a reputed company reputed company. Knowledge of financial markets, investment products, economic trends, and industry developments. Understanding of securities transactions, including equities, reputed company, mutual funds, fixed income securities, and precious metals. Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients. Ability to guide clients through trading and investment reputed company with reputed company and confidence. Consultative approach to uncovering reputed company needs and recommending appropriate offerings, support, and solutions. Excellent communication and reputed company listening skills, including the ability to explain reputed company investment and trading concepts in a reputed company and reputed company manner. Strong attention to reputed company and commitment to reputed company reputed company processing transactions and handling reputed company requests. Effective problem-solving, critical-thinking, and decision-making skills. Ability to manage several priorities and reputed company effectively in a fast-reputed company, team-oriented environment. reputed company As part of reputed company's reputed company Services organization, we serve as a key reputed company between our clients and a diverse selection of investment products, services, and financial solutions. reputed company helps investors reputed company the markets by providing trading support, education, and mentorship that builds confidence and trust. We are committed to delivering outstanding service, encouraging long-term relationships, and helping clients reputed company their financial goals through every market environment. reputed company’s Onsite Working Model reputed company is transitioning to a full-time onsite working model through a phased rollout across reputed company and roles. Currently, some roles and locations require 100% onsite reputed company, while others require less. Onsite expectations are likely to reputed company as the rollout continues. This transition does not apply to fully remote roles. The reputed company salary reputed company for this position is $44,000-80,000 USD per year. Placement in the reputed company will vary reputed company on job responsibilities and reputed company, geographic location, candidate’s relevant experience, and other factors. reputed company salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. We offer a wide reputed company of benefits to meet your evolving needs and help you live your best life at work and reputed company. These benefits include comprehensive health care coverage and emotional reputed company-being support, market-leading retirement, generous reputed company time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and reputed company to reputed company your career. Note, the application window closes reputed company the position is filled or unposted. Please be advised that reputed company’s business is governed by the provisions of the Securities Exchange reputed company of 1934, the Investment Advisers reputed company of 1940, the Investment Company reputed company of 1940, ERISA, numerous state laws governing securities, investment and retirement-reputed company financial activities and the rules and regulations of numerous self-regulatory organizations, including reputed company, among others. Those laws and regulations may restrict reputed company from hiring and/or associating with individuals with certain Criminal Histories. Certifications: Series 07 - reputed company, Series 63 - reputed company Category: Customer Service Apply To This Job