Description

Trading Specialist  

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward.

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Trading Specialist on the Custodian Trading team, you’ll play a pivotal role by trading our firm managed models and assets of over $55 billion. This individual will also partner with our 350 Financial Planners to help our clients achieve their financial goals.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. For this Trading Specialist role, we need someone with strong communication skills and a knack for problem solving to help advance and continuously improve and accelerate our focus on innovative, best-in-class service. 

If you are a self-starter who enjoys working with numbers while also providing excellent internal customer service in a fast paced and collaborative environment, this may be an opportunity for you!

Responsibilities:

• Complete all trade requests within the defined service level standard
• Respond to trading related inquiries from Planning Teams in a timely and professional manner
• Process trade instructions and run system recommended portfolio rebalances
• Review proposed trades for accuracy, submit to custodians for execution, and monitor trade status and allocations
• Process trade error corrections 

Requirements: 

• 2-3 years of Financial Services or Operations experience required
• Proficiency in Excel required
• Bachelor’s degree preferred
• Strong oral and written communication skills
• Excellent customer service skills and problem-solving skills
• Highly organized and excellent attention to detail
• Ability to work in a deadline driven environment and react to change in a productive manner

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $53,850 - $71,800. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's1 with 145+ offices2 across the country and entrusted by 1.3 million clients to manage more than $245 billion in assets.3

Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2023 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s 2023 Top 100 RIA Firms list, an eight-year annual ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Investor experience and returns are not considered.

2 Edelman Financial Engines data, as of Dec. 31, 2022.

3 Edelman Financial Engines data, as of Sep. 30, 2023.