About this role
Trading Specialist I at Kestra. Location: Austin or Tempe. Role: processing trades, monitoring exceptions, assisting advisors Requirements: High school graduate required; 1+ years industry-related experience preferred; must hold Series 7 and 63 (or 66); proficient with Microsoft Outlook/Word/Excel, PowerPoint and Salesforce; strong analytical, communication, and attention-to-detail skills. Category: Finance and Accounting Seniority: Entry Level Tools: Salesforce, Microsoft Outlook, Microsoft Word, Microsoft Excel, PowerPoint Certifications: series 7, series 63, series 66 Commitment: Full Time Workplace: Onsite Languages: English