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Cetera Financial Group

Platform and services for independent advisors

Trading Specialist

Sales & TradingConfirmed live in the last 24 hours
Full-timeSt Cloud, MN, USA$48k - $73k

About the Job

Requirements

  • Organizational skills.
  • Experience with Microsoft Excel and general databases.
  • A desire to expand knowledge of equity trading; this is a prerequisite position for the licensed Trader position.

Responsibilities

  • Complete administrative requests from field representatives, including trade corrections and mutual fund conversions.
  • Complete information requests from external agencies.
  • Support the Trading Desk in servicing clients.
  • Explain trading procedures to representatives and other customers, answer questions, and provide quotes.
  • Research and resolve issues in the trading area.
  • Ensure that trades meet internal and external compliance standards.

About the Company

Cetera Financial Group

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.

Company size
1,001-5,000
Company stage
Not listed
Total funding
Not listed
Headquarters
San Diego, CA
Founded
1981

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