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First Command Financial Services Logo

Mutual Fund Trader

First Command Financial Services

Salary not specified
Apr 15, 2025
Fort Worth, TX, US
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First Command is looking to fill a Trader role to support clients, employees, and field partners with a full range of servicing and investment trade execution.

Requirements

  • Knowledge of brokerage and investment operational functions
  • Understanding of regulatory rules and reporting requirements
  • Specific operational knowledge of investment products (mutual funds, variable annuities, and mutual fund wrap programs)
  • Thorough understanding of the financial industry and policies, procedures, and regulatory requirements related to investment trading
  • Series 7 and 66 (or equivalent) certification required
  • Life & Health Insurance License required

Responsibilities

  • Execute trades via First Command’s brokerage platform and/or ticketing system
  • Accurately process money movement requests
  • Perform account corrections
  • Monitor offline reports
  • Act as a client advocate in all situations
  • Assist clients and advisors with trading strategies
  • Conduct insightful problem solving for clients

Other

  • Demonstrated passion for people, having a strong client focus, and desire to provide a superior level of service
  • Demonstrate integrity and high ethical standards
  • Strong ability to successfully balance competing priorities in a fast-paced environment
  • Superior customer service skills with the ability to diffuse situations and solve conflicts in a cordial manner
  • Strong interpersonal, communication, and time management skills
  • Strong analytical and problem-solving skills
  • Bachelor’s degree or equivalent work experience required
  • 2+ years of brokerage industry or equivalent experience required
  • 1+ years of contact center experience preferred
  • 1+ years of experience in brokerage and investment trading preferred