Share with friends or Subscribe!

Trading Specialist

Department: Trading
Location: Omaha, NE

Who We Are

Carson Group Holdings (“Carson Group”), one of America's fastest growing private companies on the Inc. 5000, serves financial advisors and investors through its businesses including Carson Wealth, Carson Group Coaching, and Carson Group Partners. The Inc. 5000 conglomerate of companies offers coaching and partnership services to advisor firms – and straightforward financial advice to the investing public.

Founded in 1983, Carson Wealth has grown to become a Barron’s Hall of Fame firm, serving clients through holistic financial planning, disciplined investment strategies, and proactive personal service.

Founded in 1993, Carson Group Coaching is a leading national financial advisor coaching and resource program designed to help growth-minded advisors build their businesses through coaching support, tested tactics, and personalized accountability that drive proven results.

Founded in 2012, Carson Group Partners simplifies the complexity of running a wealth management firm by managing and executing marketing, compliance, technology, investment management, and operations for advisor firms.

All three organizations are headquartered in Omaha, Nebraska, and share a common mission to be the most trusted for financial advice.

 

Who We Want

The role of the Trading Specialist is to assist in the daily workflow of assigning accounts to the models, processing model buy-ins, liquidating accounts for cash needs and all other Salesforce trade requests. This role provides on-going trade support to all of Carson Group’s advisors and external offices. The Trading Specialist will exhibit great attention to detail, work well under pressure and thrive in a fast-paced environment. This position requires prior market knowledge and a good understanding of how securities trade.

 

What To Expect

 

What You Need

 

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.