Power Trader, Sr. jobs in Ann Arbor, MI

Foguth Financial Group is an Investment Advisory firm headquartered in beautiful, Downtown Brighton with additional offices throughout Southeast and Northern Michigan. Our organization is internally driven to exceed client experience expectations. Therefore, we are currently expanding our Operations team.

The Investment Trader position is an ideal role for a detail-oriented individual who is interested in pursuing a career within a growing investment and financial planning firm. This individual will perform a variety of administrative, clerical, and finance tasks.

Daily activities will include:

• Assist advisors as the primary point of contact for client requests including trading, distribution/contribution requests, journals, and all other cash needs.
• Facilitate all money movement requests, including wire transfers, ACH transfers, check requests, journals, RMDs, and Roth conversions along with all appropriate paperwork.
• Ensure all client service requests are processed quickly and accurately.
• Monitor and track client requests to ensure timely and accurate completion.
• Prepare client reports and or required paperwork for client meetings.
• Leverage firm resources and technology to increase efficiency and scalability. Must be able to become proficient in the use of technology.
• Assist clients in setting up online access and ensure they are receiving the intended client experience.

Desired Skills / Licensure include:

• Solid communication, relationship building, and analytical skills
• Demonstrate strong attention to detail
• Effective and efficient time management
• Data entry
• Series 65

Benefits include:

• Healthcare, Dental, Vision Benefit options
• Bonus Compensation Program
• Eligibility for Company Vehicle
• Employee Nutrition Program
• Other Perks specific to Foguth Financial Group

The right candidate’s values will align with FFG’s core values.

FOGUTH FINANCIAL GROUP’S CORE VALUES

• Open, honest, positive, ethical
• Proud and loyal
• Client first
• Work works, get it done.
• Encourage the heart and show appreciation

If you are a team player that is up for a challenge, we are looking to bring on confident individuals that thrive on being accurate and helpful to clients and coworkers.

Job Type: Full-time

Pay: $45,000.00 - $65,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

License/Certification:

• Do you have a valid Series 65 or Series 66? (Required)

Work Location: In person