Wealth Trader

Advisors Excel

United States, Kansas, Lenexa

January 11, 2023

Position:
Wealth Trader

Location:	8801 Renner Avenue
	Lenexa, KS

Job Id:
1580

# of Openings:
1

Job Posting Title: Wealth Trader

Department: Wealth Management

Overview:

As a part of our extremely fast paced RIA, our Wealth Trader plays an integral role to the success of our Wealth Management division. Wealth Traders are responsible for the buying and selling of financial assets for our financial advisors' clients. This highly organized team is helping daily with individual's financial future!

What you'll do:

Oversee trade execution within the order management system
Work directly with Trade Associates to ensure trade execution functions are done timely and accurate, and if a problem arises coordinating to find a resolution
Handle all non-standard trade execution, model strategies and mass account allocations

Experience you'll bring:

Series 7, 66 (Series 63/65) license
3-5 years' experience of brokerage/RIA experience
1+ year experience handling direct trade requests
Well organized, disciplined approach to work with a high level of attention to detail
Ability to self-motivate, multi-task, and work both independently and as part of a team

Bonus Points:

Trade experience within Orion Order Management system (TOM)

What you'll get:

Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package from your start date
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance

Who We Are:

Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions, to sales and marketing, our end goal is to help continually grow advisors' businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!

Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here - as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.

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