Financial Specialist Career Research and Resources
RushTrade Securities/Terra Nova Trading, LLC
Trade execution and reporting including equities, options and spreads (on floor), futures, and bonds for retail, wholesale, and Institutional accounts. Monitor risk system for accounts falling below minimum requirements for stocks, options, and futures. Notified clients of margin calls ad worked with customers to settle such calls. Technical support and educational support for firm clients who utilize the Real Tick trading ...
Avg. Salary: $72,000 · Company Rank: Not Available
Robbins Trading Company
Provide auto-execution of trades for advisory service accounts; administrate equity and futures trades for firm clients. Contract clients through the utilization of marketing techniques; generate new referrals from established relationships with advisors and through newsletters as well as research.
Avg. Salary: $72,000 · Company Rank: Not Available
Intagio Trading Network
Established, developed, and maintained new and current account portfolios. Researched profitable sources for inventories with an emphasis in media exposure opportunities. Educated clients on trade dollar leverage/value that in turn created deals between network companies.
Avg. Salary: $72,000 · Company Rank: Not Available
SliDog/NT Securities, LLC/Andover Brokerage, LLC
Backed by a top local in the S&P futures pit I traded equities electronically and posted technical trading ideas to the Slidog website.
Avg. Salary: $72,000 · Company Rank: Not Available
Knight Capital Markets
Executed orders, managed order books in stocks, and maintained orderly markets in 200 tier 2, 3, and 4 level listed securities and 800 preferred stocks. Actively traded and leveraged positions against incoming customer order flow. Utilized SDOT and ITS systems for trade execution as well as posting proprietary markets on the TKAM system. Investigated ITS trade through cross-market and locked-market inquires. Extensive phon...
Avg. Salary: $72,000 · Company Rank: Not Available
TD Waterhouse Group Inc.
Provided financial expertise, designed financial portfolios, and explained stock market terms to clients and took 100-130 inbound calls each day from customers in the Chicago call center. Managed margin issues, trade reports & quotes, opened accounts, and processed stock option and mutual fund orders in firm’s brokerage department. Constructed daily check blotters, processed checks and stock certificate deposits, and perfor...
Avg. Salary: $72,000 · Company Rank: Not Available
Samco Capital Markets
Traded equities for the firm's proprietary account; wrote and posted technical research to the firm's website; managed daily profit & loss reports and clearing forms; and reported trade activity to the head trader. Conducted key technical research and analysis to locate new trading opportunities.
Avg. Salary: $72,000 · Company Rank: Not Available
Morgan Stanley
• Involved in all aspects of money movement. This includes entering fed wires and manual check payments. • Research, client call backs, database entry and assisting Compliance with trade or call reviews
Avg. Salary: $40,000 · Company Rank: Not Available
Morgan Stanley
• Provides a primary point of contact via telephone for clients & Financial Advisors. • Addresses issues involving account maintenance, problem resolution, debit card & check writing, technical support, market news, quotes & information along with other products and services. • Utilizes knowledge of the financial industry to assist clients with their account inquiries. • Exhibits strong interpersonal & client service skills.
Avg. Salary: $40,000 · Company Rank: Not Available
JPMorgan Chase
• Analyzed the stock, bond and mutual fund mix in a client’s portfolio to ensure that the asset allocation met their stated investment objective. • Provided investment advice and recommendations to clients via phone conversation/face-to-face meetings and/or written communication. • Decreased risks in the portfolios by diversifying thru the use of various investment vehicles. Managed over 450 accounts with a total market va...
Avg. Salary: $40,000 · Company Rank: Not Available
