Raleigh-Durham, NC

Posted: 08/26/2019 Industry: Employee Benefits & Retirement Services Job Number: 7.30 1 KEF Pay Rate: $48,000 - $60,000


Rapidly growing, highly successful firm looking to add to their Trading team.  In search of experienced Trader who is efficient, accurate, client-focused and deadline oriented to work in a rapid paced environment.

  • Execute trades for clients.
  • Develop strong understanding of trade execution strategies, transaction costs and products.
  • Responsible for all transactions associated with portfolio changes, model maintenance, periodic re-balancing, and monitoring accounts.
  • Provide portfolio analytics.
  • Trades will include Mutual Funds, Equities, Options and Fixed Income.
  • Collaborate effectively and efficiently with internal business partners.




  • 1+ year previous Trading experience.
  • Ideal candidate will have FINRA Series 7 and/or 24 licensing.
  • Strong organizational skills - - MUST be deadline oriented!
  • Strong understanding of operational aspects of asset/money movement and trading attributes of various investment products.
  • Collaborative and team-oriented.
  • Strong written & verbal communication skills.
  • Client-centric.



Kristine Fornek
Executive Recruiter / Market Specialist

SPECIALTIES:  All ERISA related positions including: Defined Contributions, Defined Benefits / Pension, Non-Qualified, Actuarial, Sales, Service, Communications, Compliance, Implementation, Investments, ESOP, 401(k) Recordkeeping, Financial Advisors, Wealth Management, Wholesaling, Executive Level, etc.

EXPERIENCE:  My area of specialty includes: Defined Benefits, Defined Contributions, Non-Qualified, Actuarial, Taft-Hartley, Investments, Insurance, Trust and Health & Welfare and Annuity.

The levels of candidates that I place include Recordkeepers, Compliance Specialists, Installation/Implementation Specialists, Service/Enrollment Specialists, Sales (Pension Wholesalers, Direct Sales, DCIO), Client Relationship Managers, ERISA Attorneys, Pension Actuaries as well as Management, Director, VP and C-level positions.  We also place Investment professionals, Financial Advisors & Brokers.

I’M IN THIS BUSINESS BECAUSE:  There’s no better feeling than helping someone realize their goals by assisting them in advancing their career.  I love making that connection!  My goal is to consistently build long lasting relationships with both my clients and my applicants.

CLIENTS CAN COUNT ON ME BECAUSE:  I pride myself on the quality of my work and I truly CARE about their needs.  The better I know them, the better my understanding is as to who would fit their needs.

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