Trading Specialist

Mutual Group

. Execute, manage, and monitor trades during market hours across multiple custodians and platforms .

Posted 9/21/2026full-timeRemote • United StatesMid-LevelSenior💰 $75,000 - $95,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in executing and managing trades across various investment products while ensuring compliance with advisor models. Proficient in problem-solving and decision-making within high-pressure trading environments.

Highest-signal resume keywords

Series 7 LicenseSeries 65 LicenseTrading Operations ManagementInvestment Product KnowledgeOrion Eclipse Trading Platform

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade ExecutionPortfolio RebalancingAsset AllocationCash ManagementTax-Loss HarvestingTrading Report AnalysisOperational Process KnowledgeInvestment Support ExperienceTroubleshooting Trade IssuesAdvisor Onboarding

Soft Skills

Attention to DetailCommunication SkillsProblem-Solving SkillsDecision-Making SkillsAbility to Work Under Pressure

Tools & Technologies

Orion EclipseFidelitySchwabNFS

Certifications & Qualifications

Bachelor’s Degree in FinanceBachelor’s Degree in BusinessSeries 7 LicenseSeries 65 License (Willingness to Obtain)

Industry Keywords

EquitiesFixed IncomeETFsMutual FundsOptionsUITsAdvisory Account Structures401(k) Rebalancing529 RebalancingAnnuity Platforms

Tech Stack

Tools & technologies

NFS

About the role

Key responsibilities & impact

Execute, manage, and monitor trades during market hours across multiple custodians and platforms
Trade and rebalance portfolios across equities, fixed income, ETFs, mutual funds, options, and UITs according to advisor models and instructions
Use third-party trading systems to calculate rebalances, allocate assets, and execute trades
Review trading reports to identify accounts requiring action and keep portfolios aligned with assigned models
Research and troubleshoot trade-related issues with custodians and internal teams
Support onboarding of new advisors, accounts, and portfolio models
Assist with cash management, distributions, and tax-loss harvesting
Contribute to developing and refining trading procedures and documentation
Support the daily trading operations of advisory and brokerage accounts

Requirements

What you’ll need

Bachelor’s degree in finance, business, or a related field, or equivalent experience
Relevant experience in trading, operations, or investment support; three (3) or more years preferred
Series 7 license
Series 65 license, or willingness to obtain it within six months of hire
Strong working knowledge of investment products and operational processes
High level of accuracy and attention to detail
Ability to work efficiently under pressure during market hours
Strong written and oral communication skills
Demonstrated problem-solving and decision-making skills
Familiarity with the Orion Eclipse trading platform preferred
Experience with custodians such as Fidelity, Schwab, and NFS preferred
Understanding of advisory account structures, 401(k) and 529 rebalancing, and annuity platforms preferred

Benefits

Comp & perks

Comprehensive medical, dental, and vision coverage
401(k) participation with company match
Paid time off and paid holidays
Eligibility for discretionary performance-based bonus
Wellness initiatives
Opportunities for continuous learning and professional development in a supportive team
Competitive compensation