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    • Equity Trader - Atlanta - beBee Careers

    beBee Careers
    beBee Careers Atlanta

    6 days ago

    Default job background

    Job title: Wealth Brokerage Trader

    Description

    Key Requirements

    To be successful in this role, candidates must possess a strong understanding of general securities, including equities, mutual funds, and options.

    Main Responsibilities:

    • Facilitate trades in general securities, including equities, mutual funds, options, fixed income, and UITs.
    • Provide quotes and general market information to support client decision-making.
    • Offer basic account services to self-directed clients.
    • Coordinate specialized services, including new issue equity offerings, 10b5-1 plans, restricted stock sales, and employee stock option exercises.

    Qualifications:

    • Possess a FINRA Series 7 and 63 license.
    • Hold a Bachelor's degree in finance, accounting, or economics, or equivalent education and related training.
    • Have at least one year of experience in order handling, preferably in a similar field.
    ],
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