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Securities/Fixed Income Trader - Wealth Management

Company:
Leeds Professional Resources
Location:
Doral, FL, 33222
Posted:
May 24, 2025
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Description:

Exciting opportunity to join an establish broker-dealer here in Miami. This role will oversee trading for securities and related investment products. Strong opportunities for career growth:

Key Responsibilities

Being logged into a phone queue answering questions received from advisors and their clients

Executing mutual fund, equity, option, unit investment trust trades

Answering questions and providing training via phone and e-mail on our various proprietary electronic trading platforms

Troubleshooting problems and identifying trade system issues

Being able to follow Trade Desk and FINRA/SEC procedures and regulations

Core Strengths and Skills

Minimum 3 years’ experience working on a Trade Desk\

Active Series 7

Good listening/communication skills

Good to Expert with MS Office, especially Excel, Outlook, and MS Teams

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