Summary:
Exencial’s Equity Options PM/Trader role is an integral part of our Investment Team, leading strategy and trading to manage customized covered call portfolios. This person will interact proactively with the Wealth Advisor Team to discuss investment plans and strategy for clients. Additionally, the Options PM assists the Business Development Team with client prospect solutions and presentations. This position collaborates as part of the Investment Team to support firmwide and client financial market communications.
Job Duties:
Work directly with Advisors, Business Development, and Investment Teams to implement custom covered call strategy and support client service/new business development efforts.
· Formulate investment plans for custom covered call portfolios
· Trade execution to implement covered call strategies
· Support Advisors to develop client-specific plans and with client service requests
· Support Business Development efforts
· Collaborate with broader Investment Team on Advisor communications and support
Ideal Candidate Profile:
· Options strategy management and trading experience
· Detail Oriented
· Excellent Communication Skills
· Service-Minded
· Team Player, Collaborative
Qualifications:
· Bachelor’s Degree
· 3 -5 years minimum of professional options trading and options strategy management
· Extensive knowledge of domestic financial markets and investments
· Proficiency in Microsoft Excel and Bloomberg
· Series 7 and 65 required
· Exemplary written and verbal communication
Preferred Experience:
· CFA Charterholder
· Prior experience within an RIA environment
· Salesforce experience a plus
About Exencial Wealth Advisors:
Exencial Wealth Advisors is a comprehensive financial planning firm providing advice on tax, financial planning, investment management, and estate planning. We put our clients’ needs first and foremost because we believe that driving their success drives ours as well.
Exencial manages around $5.5 billion in Oklahoma, Texas, North Carolina, Connecticut, Florida, California, and Ohio with around 110 employees. We are pursuing growth both organically and inorganically as we focus on building a great company, with great people, driving great results.
Join us in serving clients as a fiduciary!
Exencial provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, national origin, protected veteran status, or disability status.
...multi-tasking skills ~ Advanced, hands-on MS Office skills (emphasis on Word/Excel)~ Hands-on approach to project management and office tasks ~ Self-starter, independent thinker, motivated and efficient Salary: Full-time: 58K Part-time: $25/hour...
Manager, Science & Technology, Corporate Communications The full-spectrum Capital One Communications team is responsible for all aspects of the companys communications strategy and execution in order to propel business imperatives while promoting and protecting...
...Team-building meetings, events, and trainings Now Hiring: Fee For Service, Hourly and/or Full Time Board Certified Behavior Analyst (BCBA) LOCATION: New York City Manhattan, Queens, Brooklyn, Bronx, Staten Island JOBRESPONSIBILITIES: Conduct assessments for children...
...PRN SACET Victim Advocate Help Others, Make a Difference, Save a Life. Do you want to make a difference in people's lives every day? Or help people navigate the tough spots in their life? And do it all while working where your hard work is appreciated? You...
...State Farm is currently recruiting for the opportunity to be a State Farm Agent in Salem, Oregon. We will be holding an informational meeting via teleconference, July 2, 2-3pm (PST). PLEASE RSVP FOR MORE INFORMATION. Being a State Farm agent gives you a...