Investments Trader

Job Description

Cooper, Adel, Vu Financial is looking for an Investments Trader to assist in the execution of trades and rebalances of client’s portfolios as well as monitor and maintain client accounts.

Cooper, Adel, Vu Financial was created by the law firm Cooper, Adel, Vu and Associates to help address our clients’ financial needs. Our clients enjoy their legal, financial and tax advisors working in concert to best address all their complex needs. The Cooper, Adel, Vu team of advisors serve seven strategically located offices throughout the State of Ohio, which allows us to cover almost all communities within the state.

Duties and Responsibilities

• Manage and monitor portfolios and insure adherence to investment strategies.
• Pursue and implement investment strategies that meet client’s needs, goals, and objectives.
• Participate in and support the investment strategy of the firm.
• Update and maintain trading procedures and policies.

Education/licensing Requirements

• FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license.
• Bachelor's (Preferred)
• CFA (Preferred)

Benefits

• Company paid health insurance benefits (100% employee premiums covered)
• 401k with company match
• Profit sharing
• Vacation

Job Type: Full-time

Pay: $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Microsoft Excel: 1 year (Preferred)

Ability to Relocate:

• Hilliard, OH 43026: Relocate before starting work (Required)

Work Location: In person