Job Description
The Role This position will play a crucial role in executing trades, managing Integrity Wealth's proprietary investment lineup and optimizing the investment with various securities. The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software. Executing transactions for Integrity's Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.
Essential Job Functions Collaborate with the portfolio management team to assist in model changes and implementation. Research market trends, current investment conditions and governing regulations.
Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing.
Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software.
Overseeing and executing buy and sell orders for various securities, including stocks, bonds and derivatives.
Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.
Communicate with various team members and stakeholders regarding investment strategies and portfolio performance.
Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.
Other duties as assigned.
Travel up to 10%
Knowledge, Skills, and Abilities Must display Core Values
Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes
Strong attention to detail
Product knowledge in managed accounts, securities, and trading systems
Strong conceptual skills with an ability to deliver big ideas that drive results
Exceptional written and verbal communication skills
Experience and Education 2-3 years of financial services experience in a trading, operations, or client support role. 1 year experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
Licensing: FINRA Series 7. Series 65/66 required within 6 months.
About Integrity Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike.
Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At
Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas,
Integrity is committed to meeting Americans wherever they are - in person, over the phone or online.
Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
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