Active Trader Service

This is a fully remote position, open to applicants in Pennsylvania.

📋 Description

• Assist active and knowledgeable traders with market activities, securities transactions, and inquiries related to trading.

• Cultivate trusted relationships through incoming client interactions.

• Offer education and support to empower clients to make well-informed investment choices.

• Clarify intricate trading and investment concepts in an accessible manner for clients.

• Spot opportunities to connect clients with trading tools, resources, and solutions that meet their needs.

• Provide trading assistance, education, and guidance.

• Collaborate with clients and internal business units to deliver outstanding experiences and help investors reach their financial objectives.

⛳️ Requirements

• Possession of a Series 7 license is required.

• Possession of a Series 63 license is required.

• A Series 4 license is preferred.

• Experience in financial services, brokerage operations, trading support, client services, or a related area is necessary.

• Understanding of financial markets, investment products, securities trading, and industry regulations is essential.

• Experience in supporting trading activities involving equities, options, mutual funds, fixed income securities, margin, and other investment products is required.

• Excellent communication skills with the ability to articulate complex trading and investment concepts clearly.

• Capability to identify client needs, provide tailored solutions, and foster long-lasting relationships.

• Strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment are necessary.

• Candidates must reside within a 90-mile radius of the approved Pittsburgh and Pitt-South Hills branch locations at the time of application.

• Immigration sponsorship is not available for this position.

🏝️ Benefits

• Designated as a remote role.

• Employment is full-time.