Trading Specialist- Greater Chicago, IL Area (REMOTE)

September 7, 2026

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About the position

As a Trading Specialist, you will support investors with a broad range of trading, investment, and account-related needs while helping deepen client relationships! This role involves guiding clients through market activity, processing complex securities transactions, and providing education that helps clients make informed financial decisions. By delivering personalized support through inbound client interactions, you will build trust, strengthen client loyalty, and find opportunities to connect clients with additional products and solutions. Success in this role requires a strong understanding of financial markets, trading products, industry regulations, and proficiency in breaking down complex concepts into significant client conversations.

Responsibilities

Support investors with a broad range of trading, investment, and account-related needs.
Guide clients through market activity.
Process complex securities transactions.
Provide education that helps clients make informed financial decisions.
Deliver personalized support through inbound client interactions.
Build trust and strengthen client loyalty.
Identify opportunities to connect clients with additional products and solutions.

Requirements

Series 7 license required
Series 63 license or ability to obtain within 90 days
Experience in financial services, brokerage operations, trading support, client services, or a related field.
Knowledge of financial markets, investment products, economic trends, and industry developments.
Understanding of securities transactions, including equities, options, mutual funds, fixed income securities, and precious metals.
Ability to apply regulatory and policy requirements while delivering accurate and compliant support to clients.
Ability to guide clients through trading and investment decisions with integrity and confidence.
Consultative approach to uncovering client needs and recommending appropriate offerings, support, and solutions.
Excellent communication and active listening skills, including the ability to explain complex investment and trading concepts in a clear and relatable manner.
Strong attention to detail and commitment to accuracy when processing transactions and handling client requests.
Effective problem-solving, critical-thinking, and decision-making skills.
Ability to manage several priorities and perform effectively in a fast-paced, team-oriented environment.
Primary residence must be located within a 90-mile radius of approved branch sites: Chicago North, Chicago Gold Coast, Highland Park, Naperville, Oak Brook, Orland Park, Schaumburg.

Benefits

Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career

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