Agency Trader

Responsibilities

• Deal in a complex financial market by applying market expertise and knowledge and by leading and managing a trading team. Develop and maintain relationships with key customers, ensuring they remain satisfied and loyal to the organization.
• Analyze and evaluate the feasibility and relevance of proposed complex financial products, and develop and amend as necessary with guidance from senior colleagues. May also be responsible for supervising activities performed by a financial product development or specialist team.
• Identify and evaluate complex, expertise-led solutions against a range of criteria to find the ones that best meet business needs.

Requirements

• Analyze and research client and market conditions and facts in order to develop a full and comprehensive understanding of the client and its market to enable maximum returns.
• Understand numerical concepts and use them to carry out mathematical operations e.g. in order to analyze reports.
• Review and evaluate recommendations and requirements and to develop appropriate plans or deliver actions required.
• Educational/Previous Experience Requirements
• Bachelor's Degree (B.A.) or equivalent with a minimum of ten (10) years of financial services experience.
• OR ~
• Any equivalent combination of experience, education, and/or training approved by Human Resources.
• Licenses/Certifications
• SIE required provided that an exemption or grandfathering cannot be applied.
• FINRA Series 7 and Series 55 licenses or the ability to obtain within sixty (60) days.
• Education
• Bachelor's: Accounting, Bachelor's: Business Administration, Bachelor's: Finance
• Work Experience
• General Experience - 3 to 6 years
• Certifications
• Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
• Travel
• Less than 25%
• Workstyle
• Resident
• At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
• We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcomes
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
• #LI-TG1

Benefits

Additional Information

Job Description Summary Buy and sell assets and commodities for external clients (such as oil, electricity, shares, bonds, etc.). Build and maintain relationships with external customers, evaluate their portfolios and advise them on buying or selling. Job Description

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