Agency Trader - Private Wealth Management
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Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
About the Role:
Join Bairds fast-paced Equity Trading Desk as an Agency Trader where youll support Financial Advisors and external money managers with seamless trade execution and top-tier client service. This full-time in-office role offers hands-on experience in equity trading market regulations and collaborative problem-solving.
The Impact Youll Make:
Execute trades across NYSE Nasdaq OTC and foreign markets.
Ensure accurate and timely processing of equity transactions.
Partner with FAs and Client Specialists to deliver high-touch service.
Troubleshoot order discrepancies and respond to inquiries professionally.
Stay current on market regulations and communicate changes internally.
Adapt to evolving technologies and market conditions.
Build deep trading expertise alongside seasoned professionals.
What Youll Bring to Baird:
Bachelors in Business Finance or related field (or equivalent experience).
SIE Series 7 63 and 57 licenses (or ability to obtain within 6 months).
Strong analytical communication and organizational skills.
Detail-oriented adaptable and poised under pressure.
Familiarity with trading systems and financial markets preferred.
Baird is committed to diversity and provides employment opportunities to all employees and applicants for employment without regard to race color religion sex pregnancy citizenship national origin age disability military service veteran status sexual orientation gender identity or expression genetic information or any other status protected by law.
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
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