Agency Trader - Private Wealth Management
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Job Description
About the Role:
Join Baird's fast-paced Equity Trading Desk as an Agency Trader where you'll 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 You'll 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 You'll Bring to Baird:
Bachelor's 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.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.