Trader
| Company | Ameriprise Financial |
|---|---|
| Location | Lancaster, PA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s Degree or higher is required
- 2+ year’s experience in financial services industry is preferred, but not required
- Series 7 & 66 (63 & 65 equivalent) licenses preferred
- Understanding of financial markets, trading operations, and portfolio management
- Strong analytical skills and ability to work under pressure
- Familiarity with trading platforms and tools
- Excellent numerical abilities and proficiency in MS Excel
- Ability to make quick decisions and solve problems
- Excellent communication and negotiation skills
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
- Understanding of regulatory requirements and market etiquette
Responsibilities
- Execute trades accurately and effectively based on the needs of servicing advisors and internal departments
- Input and manage discretionary trading
- Maintain consistent communication with all team members and promptly respond to ad-hoc requests
- Maintain updated knowledge of regulations, practices, and financial products
- Develop risk management strategies to avoid potential losses
- Build relationships with clients and industry professionals, as needed
- Collaborate with internal teams to resolve discrepancies
- Ensure compliance with company policies and procedures
- Member of the client service team – daily interaction with team members to assure efficiency and quality outcomes
Preferred Qualifications
- 2+ year’s experience in financial services industry is preferred, but not required
- Series 7 & 66 (63 & 65 equivalent) licenses preferred