We are seeking an experienced Investment Associate to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a range of assets, primarily exchange-traded funds (ETFs), mutual funds, and fixed income. Your expertise and decision-making will directly impact the company's success in the global financial markets. You will work closely with our Investment Manager to identify and implement trading strategies that maximize returns and keep client portfolios aligned to individual risk objectives. This is a hybrid role, 2-3 days a week in the office. Candidates must be located near one of our offices: Currently we are targeting the (Dallas, TX) area as the primary office location.
What you will do:
What you need to have:
What is nice to have:
CERTIFIED FINANCIAL PLANNER® Certification
Travel requirements: none at this time
Compensation Range:
The base annual salary for this role is $55,000.00 to $75,000.00, plus a performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI -Hybrid
Job details are sourced from the employer's original posting.
Open job postingAbout the company
Cetera Investors is a financial services firm that provides investment and financial planning services to individuals and businesses. They offer a range of solutions to help clients achieve their financial goals.