Trading Specialist - RIA
Cetera Financial Group - Dallas, TX
Hiring: Trading Specialist - RIA Company: Cetera Financial Group Location: Dallas, TX Job Posted Time: 2026-09-10 13:20:19 Employment Type: Hybrid Target Skills & Keywords : Fixed Income, Risk Management About the job Required Skills: •Lead and oversee placing trades, raising cash for distribution requests and implementation of the intended investment strategy. •Review accounts on a weekly basis for opportunities to tax harvest, rebalance, allocate cash and replenish cash. •Utilize trading platforms and software to execute orders efficiently. •Manage and optimize trading portfolios while adhering to risk and compliance guidelines. •Stay informed about industry trends, regulations, and developments that may impact the trading environment. •Act swiftly and decisively in response to changing market conditions or portfolio changes. •Interface directly with Investment Manager to evaluate changes in process or systems to increase efficiency and impact to the company. •Communicate with company’s wealth managers and client service staff regarding trade-related activity. Qualifications: •Travel requirements: none at this time Compensation: •$55,000 - $75,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!