Active Trader Service

Posted Sep 15

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

πŸ“‹ Description

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

β€’ Cultivate trusted relationships through incoming client interactions.

β€’ Offer education and support to empower clients to make well-informed investment choices.

β€’ Clarify intricate trading and investment concepts in an accessible manner for clients.

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

β€’ Provide trading assistance, education, and guidance.

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


⛳️ Requirements

β€’ Possession of a Series 7 license is required.

β€’ Possession of a Series 63 license is required.

β€’ A Series 4 license is preferred.

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

β€’ Understanding of financial markets, investment products, securities trading, and industry regulations is essential.

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

β€’ Excellent communication skills with the ability to articulate complex trading and investment concepts clearly.

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

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

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

β€’ Immigration sponsorship is not available for this position.


🏝️ Benefits

β€’ Designated as a remote role.

β€’ Employment is full-time.

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