Investment Trader

D&D Insurance Agency Inc

Urbandale, IA, United States
Executing trades across various securities
Managing proprietary investment lineup
Optimizing 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

Job Summary

  • The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software.
  • The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.
  • Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Matching Summary

The Advisory Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and financial software.

Skills & Requirements

Must-have

  • Executing trades across various securities
  • Managing proprietary investment lineup
  • Optimizing investment with various securities
  • Strong analytical skills and market knowledge
  • Financial concepts and risk management
  • Electronic trading networks and platforms

Nice-to-have

  • Insurtech focus and innovative approach
  • Family-like environment
  • Rewarding and cutting edge career
  • Hyper-growth company opportunities

Key Requirements

  • 2-3 years financial services experience
  • 1 year trading equities, fixed income, bonds
  • Four-year college degree or equivalent experience
  • FINRA Series 7
  • Series 65/66 within 6 months

Work Rights

Not specified

Tailored Resume

Cover Letter