Trading Specialist
Cetera Financial Group
Trading Specialist
Cetera Financial Group
Platform and services for independent advisors
At Cetera, we strive for continuous improvement and evolution towards excellence. To achieve this, we require the right individuals who can support and ensure our success. Our corporate team is the backbone of our operations, providing support in various areas such as legal, finance, and HR. We offer diverse business opportunities that are constantly evolving, providing meaningful prospects for growth to everyone. If you are proactive, adaptable to change, and thrive in a fast-paced and dynamic environment, the possibilities for advancement and success are limitless. We are currently seeking a Trading Specialist. This position will be based out of our St. Cloud, MN office.
What you will do:
• Complete various administrative requests from field representatives, such as trade corrections and mutual fund conversions.
• Complete information requests from external agencies.
• Support the Trading Desk in servicing clients
• Explains trading procedures to reps and other customers, answers questions and provides quotes
• Researches and resolves issues in trading area
• Ensures that all trades meet internal and external compliance standards
What you will have:
• Organizational skills
• Excellent interpersonal and customer service skills
• Experience with Microsoft Excel and general databases
• The desire to expand your knowledge of equity trading as this would be a prerequisite position for the licensed Trader position
Minimum Salary: 48,000
Maximum Salary: 73,000
Platform and services for independent advisors
Cetera Financial Group runs a network of independent retail financial advisory firms and supports them with technology, marketing, compliance, and access to a wide range of investment products. Advisors use Cetera’s tools to manage client relationships, execute trades, and stay compliant, while Cetera earns fees and commissions from the products and services sold through the network. The platform differentiates itself by focusing on independent advisors and financial institutions, offering a broad, flexible set of resources and strategic partnerships that extend beyond captive channels. Its goal is to help independent advisors grow their practices and deliver strong outcomes for clients within a trusted partner network.
Explore more opportunities at Cetera Financial Group