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Trading Specialist

NorthStar Financial Services Group, LLC Omaha, NE
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Job Description

Now Hiring for a Trading Specialist! Be part of the FTJ trading team. Enjoy working along side our Portfolio Management team working hands on with creating trades and working closely with the stock market! 


Job Duties Include: 

  • Creates trades (Stocks/ETFs/Mutual Funds/Annuities) for all client driven requests including new accounts, strategy/model changes, contributions and distributions
  • Executes created trades in addition to those created by other groups, prior to market close/platform cutoffs by using various internal and external trading platforms
  • Executes Portfolio Manager fund family re-balance trades
  • Performs block trading using internal and external trading systems to improve execution quality
  • Provides second tier support by performing cross-checks and approvals on co-workers trades
  • Performs weekly review and trading of client accounts with systematic withdrawals/purchases, dollar cost averaging and excess cash
  • Assists in other weekly, monthly and quarterly processes including fee funding and quarter end reconciliation
  • Analyzes market conditions to determine optimum times to execute securities transactions
Education/Experience: 
  • Minimum of a Bachelor's degree in Finance or related field required
  • Series 65 license required or ability to obtain within 90 days of hire
  • Minimum of 2-3 years experience working in a trading, trading operations or trading desk support related role 
  • Experience working within the financial services required 

Also enjoy day 1 benefits, 3 weeks PTO, Casual Dress Code & much more!



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Job Details

Date Posted May 17, 2019
Date Closes June 16, 2019
Requisition oCLR9fw7
Located In Omaha, NE
Department Other
SOC Category 00-0000.00
Location