About Integrity Wealth
Integrity Marketing Group, LLC (“Integrity”), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced the official brand launch of Integrity Wealth. With more than $46 billion in assets under management and advisement and an extensive network of wealth advisors across all 50 states, Integrity Wealth is already a strong and respected leader in the industry. The formal launch of the Integrity Wealth brand brings together Integrity’s formidable and diverse wealth-focused partner firms to more comprehensively work with the company’s Life and Health divisions in delivering truly holistic life, health and wealth solutions to millions of American consumers throughout their lifetime.
Integrity Wealth, in combination with Integrity’s pillars of Life and Health, brings transformative change to the industry as it empowers agents and advisors to access comprehensive capabilities within partner affiliates to expand integrated solutions. Consumers will benefit greatly as they gain access, through their wealth advisors and insurance agents, to more wide-ranging and cross-functional guidance, extensive products and effective planning solutions. This innovative integrated approach is designed to support the full range of financial well-being — from health and life insurance to retirement and financial planning.
Job Summary
This position will play a crucial role in executing trades, managing Integrity Wealth’s proprietary investment lineup and optimizing the investment with various securities. The Investment Trader requires strong analytical skills and market knowledge, with a solid foundation in financial concepts, risk management and Excel software. Executing transactions for Integrity’s Wealth Solutions lineup and strategies across a broad spectrum of strategies including, Fixed Income, Equities, ETFs, Mutual Funds, and Options through electronic trading networks and various platforms. The role entails a high level of decision-making authority in overall trading, strategy development and portfolio structuring.
Primary Responsibilities:
Execute buy and sell orders for various securities, including stocks, bonds and derivatives.
Maintain daily oversight of the Integrity Wealth internal and sub-advised investment portfolio offerings. Duties include reviewing all newly opened and funded accounts through Schwab, Fidelity, and Pershing
Process all daily account rebalances and portfolio rebalances as needed utilizing firm trading software
Collaborate with the portfolio management team to assist in model changes and implementation.
Process post-execution recon and handle the operation/administrative duties associated with trades needing attention. Responsibility to facilitate any trade error corrections and identify the proper teams of any follow up items.
Work with the Compliance Department as needed to address regulatory concerns or improper sales practices.
Communicate with various team members and stakeholders regarding investment strategies and portfolio performance
Other tasks as assigned
Primary Skills & Requirements:
Experience: 2+ years of financial services experience in a trading, operations, or client support role. Experience with trading equities, fixed income and bonds, structured products and various other electronically traded securities.
Education: Four-year college or university degree in Finance, Economics or related field; or equivalent combination of education and experience.
Licensing: FINRA Series 7 required. Series 65/66 required within 6 months.
Must display Core Values
Advanced technical knowledge and advanced understanding of broker-dealer and RIA business processes.
Strong attention to detail
Product knowledge in managed accounts, securities, and trading systems
Strong conceptual skills with an ability to deliver big ideas that drive results
Exceptional written and verbal communication skills
About Integrity
Integrity…