The Trader handles all aspects of general trading for the Firm in addition to supporting Sr. Traders with Investment Advisory moves. (S)he responds to inquiries from sales representatives and firm personnel regarding trades, securities and administrative procedures. Under supervision, services portfolios in accordance with objectives of investments programs.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience; Series 7 and 66 licenses required; Tamarac (Trading Platform) and Salesforce (CRM Platform) experience is preferred and we prefer at least 2 years industry experience, but may consider a strong candidate with less experience.

A Hefren-Tillotson Financial Assistant provides support to financial advisors in a fast-paced, multi-task environment by acting as the liaison between the client and operational/administrative tasks such as:  respond to client calls; open and process new accounts; maintain and monitor account and portfolio information; research and resolve client issues and requests; organize advisors’ schedules; keep abreast of software, operational procedures, and industry regulations.

The ideal candidate will possess an associate degree or equivalent experience; 1-2 years of brokerage experience preferred; excellent analytical, communication, and organization skills; proficiency in MS Word and Excel.

A Hefren-Tillotson Financial Advisor always puts their clients first.  The ideal candidate will believe in the power of financial planning, have high ethical standards and focus on building strong personal relationships.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience, at least 5 years industry experience, and a proven track record of business development.  Candidates should appreciate the value of teamwork; be willing to leverage internal and external resources; be an excellent communicator, self-motivated and responsible.  Series 7 and 66 licenses required.