Trader (Investment Management)

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.

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. 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.

Travel up to 10%

Product knowledge in managed accounts, securities, and trading systems

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; Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. 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.

Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are in person, over the phone or online. 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.