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Trading Account Manager/Principal

Company: USA Financial
Location: Ada
Posted on: January 15, 2022

Job Description:

Trading Account Manager/Principal Location:-- -Ada, Michigan-- - -- - -- - -- - -- - -- - -- - Hours:-- -Monday - Friday: 8:00 am - 5:00 pm ET Status:-- -Full-Time, Permanent, Salary-Exempt Remote:-- -Hybrid Schedule after waiting/training period, based upon Remote Work Arrangements Policy Eligibility & Requirements Company Overview: The USA Financial subsidiaries have cohesively knitted-together a dually registered Independent Broker Dealer and SEC Registered Investment Advisor, an Insurance Marketing Organization (IMO / FMO to access top carriers, products & insurance distribution), Formulas - a 2nd SEC Registered Investment Advisor (RIA AUM to provide turnkey formulaic money management), USA Financial Exchange - a 3rd SEC Registered Investment Advisor (a TAMP platform with over $1B in assets), and Financial HQ for Marketing & Technology Solutions. Position Overview, Requirements & Expectations: This position particularly supports USA Financial Exchange Corporation (Exchange).-- - Exchange is a Registered Investment Adviser (RIA) with the Securities and Exchange Commission (SEC). We provide investment portfolio across multiple institutional investment managers on a consolidated Unified Managed Account platform. Exchange is one of the fastest growing subsidiaries, seeing a growth of more than $1B since the official launch in 2017. The ideal candidate will have financial services experience: Experience trading on industry platforms or custodians (Orion preferred); Experience working in a broker-dealer and RIA environment preferred; Securities Licenses (6/7, 65/66, and 24) preferred, or able to obtain within a short-period of time after hire; High degree of follow-through; Strong analytical skills with the ability to identify a problem and develop solutions; Excellent organizational skills; and A high degree of initiative and ability to work within tight deadlines. Financial services licenses, as well as experience and understanding of insurance and investment products are a plus, but not required; we are always willing to hire the "right person"-- - over related experience.-- --- -*For candidates who do not already possess required securities licenses but are otherwise an appropriate match for the position, please note that you will be required to obtain the licenses within a short period of time after hire to maintain employment. This position reports to the Advisory Platform Director. This position is NOT a fully remote position and you will need to-- -regularly (M-F, 8-5 ET) report to our Ada, Michigan home office.-- --- --- -However, if a hybrid-remote schedule is desired, this position is eligible for our Remote Work Arrangements (RWA) based upon policy eligibility-- -& requirements.-- - Once eligible (after a waiting/training period of usually a minimum of 90 days), you may apply for RWA, and your request will be considered based upon USA Financial's Remote Work Arrangements Policy Requirements. What USA Financial offers: Health/Medical Care (eligible: 1st of the month following date of hire): We offer 2 BCBS high-deductible plans.-- - The base-plan offers employees a NO-MONTHLY-COST option for single, double or family! The buy-up option has a pre-tax monthly employee contribution. Life Insurance Short-Term & Long-Term Disability 401(k) Retirement Savings after 3 full months of employment, and with company match after 12 full months of employment (1st of the month following 3/12 months employment). Un-Prescribed/Unlimited Paid Time Off Paid Holidays Hybrid Remote Work Arrangements (Policy Requirements & Eligibility Apply) Also available: Voluntary Dental & Voluntary Vision Interested in joining USA Financial? Feel free to tour our website and then if you feel you are the right fit for the position, please fill out the following application! We reserve the right to respond ONLY to the candidates whom we choose to initiate further dialog with. Please do not respond multiple times as this will not improve your chances. NOTE: All communication regarding interviewing/hiring will come from our recruiting email address with the domain "@"-- -.-- - Please check junk/spam box/settings.

Keywords: USA Financial, Grand Rapids , Trading Account Manager/Principal, Accounting, Auditing , Ada, Michigan

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