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Mutual Fund Trader - Series 7 & 63
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$29.19 - $43.79 an hour
Full-time
- in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
- We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor.
- The Mutual Fund Trader provides trading support to our financial advisors by offering an extraordinary quality service experience.
- Make outbound calls to Advisors regarding trades and trade corrections for Mutual Funds, UIT’s and Precious Metals.
- Strong MS Office skills required and Beta, Morningstar, Siebel, ClientWorks experience preferred
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