Trading Specialist - RIA
Cetera Financial Group - Leawood, KS
Hiring: Trading Specialist - RIA Company: Cetera Financial Group Location: Leawood, KS Job Posted Time: 2026-09-11 13:20:19 Employment Type: Full-time / Hybrid Target Skills & Keywords : Fixed Income, Risk Management, Wealth 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 •What We Give You In Return •Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. •Easy access to mental health benefits to meet our team members and their families where they are. •20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. •401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. •Paid parental leave to support all team members with birth, adoption, and fostering. •Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. •Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. •Paid caregiver leave to provide time away from work when caring for an ill or recovering family member. Compensation: •$53,000 - $78,000 / year •The base salary range for this role in Leawood, KS is $53,000 - $78,000 plus a competitive performance-based bonus 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!