Trading Specialist - RIA Job Leawood area,Kansas USA,Finance & Banking

Job Description

We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a range of assets, primarily exchange-traded funds (ETFs), mutual funds, and fixed income. Your expertise and decision-making will directly impact the company's success in the global financial markets. You will work closely with our Investment Manager to identify and implement trading strategies that maximize returns and keep client portfolios aligned to individual risk objectives.

This is a hybrid role, 2-3 days a week in the office. Candidates must be located near one of our offices:
Currently we are targeting the (Leawood, KS) area as the primary office location.

Job Description

What You Will Do

Responsible for placing trades, raising cash for distribution requests and implementation of the intended investment strategy.
Review accounts on a weekly basis for opportunities to tax harvest, rebalance, allocate cash and replenish cash.
Utilize trading platforms and software to execute orders efficiently.
Manage and optimize trading portfolios while adhering to risk and compliance guidelines.
Stay informed about industry trends, regulations, and developments that may impact the trading environment.
Act swiftly and decisively in response to changing market conditions or portfolio changes.
Work with Investment Manager to evaluate changes in process or systems to increase efficiency and impact to the company.
Communicate with company’s wealth managers and client service staff regarding trade-related activity.

What You Need To Have

Bachelor's degree in finance, economics, business, or a related field
Proven experience as a trader in a financial institution
In-depth knowledge of financial markets, trading instruments, and asset classes
Strong analytical skills and the ability to make data-driven decisions
Proficiency in using trading software and platforms
Excellent risk management and decision-making abilities
Strong communication and interpersonal skills
Ability to work well under pressure and in a fast-paced environment
Understanding of risk management principles and compliance regulations
Series 65 license

What Is Nice To Have

CERTIFIED FINANCIAL PLANNER® Certification

Travel requirements: none at this time The base salary range for this role in Leawood, KS is $53,000 - $78,000 plus a competitive performance-based bonus. Base salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Salary range may also differ significantly due to geography and cost of labor considerations.

About Us What We Give You In Return

Not many teams can say that they support people’s dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there’s a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:

Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
Easy access to mental health benefits to meet our team members and their families where they are.
20+ days of paid time off (PTO), paid holidays, and 2 paid…