Our financial services client in the Greater Philadelphia area seeks a Retail Trader with a Series 7 license.
This is a temp-to-hire opportunity, and the successful candidate thrives in a fast-paced environment.
Responsibilities:
* Securities transactions for stocks, bonds, mutual funds, equity options, and UIT’s
* Asset journals, check requests, reorganization and conversion items, electronic funds transfer, etc.
* Provide quotes and market information to clients
* Sell mutual funds, unit investment trusts, CD’s, insurance and Registered Investment products
* Monitor and advise charities of equity gifts
* Assist with the exercise of cashless stock options
Requirements
* Bachelor’s degree in Business, Finance or related discipline
* 3-7 years of retail trading experience
* Series 7 license
* Strong communication skills at all levels of the organization
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