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Lincoln National Corporation

Securities Trader

Lincoln National Corporation - Philadelphia, PA

Alternate Locations: Fort Wayne, IN (Indiana); Philadelphia, PA (Pennsylvania)Relocation assistance is not available for this opportunity.Requisition #41843About The CompanyLincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $222 billion in assets under management as of March 31, 2015.The RoleThe Securities Traderposition is located within the LFN Investment Services business unit ; a highly visible, fast paced team responsible for providing trade execution, involving equities, fixed income, options and mutual fund transactions.Position supports oversight in margin activity, corporate actions, execution quality review, and trade reportingResponsibilitiesExecutes agency and principal trades in stocks, bonds, mutual funds, UITs, and optionsHelps ensure both firm and representative compliance by observing and abiding by securities regulationsMaintains a broad knowledge base of the securities industry including:regulatory and market events, investment products, operational processes, operational methodologies and technologyDevelops a strong understanding of customer service and provides assistance to both registered representatives, investment advisors and retail clients related to LFN policies, products, and trading proceduresDetermines optimal order routing venues to ensure best executionFollows risk management procedures and has the ability to quickly assess and take action to minimize customer and firm riskReviews trades to ensure trade execution qualityInvestigates, researches, and corrects issues related to trading and account activityEducates and trains registered representatives and their clients by determining their true needs, provides alternative solutions when necessary, and effectively explains the specific details of each product, process, or serviceAssist internal operations departments by providing back-up support, coordinating processors to expedite transfers, settlements, research, and complex problem resolutionEstablishes and builds partnerships with registered representatives of all distribution groups, clearing firm, and product sponsorsResolves registered representative concerns by obtaining details, identifying most efficient method of handling, and evaluating risks to all parties before taking actionEducationUndergraduate degree or 4 years work experience that directly aligns with the specific responsibilities for this positionSeries 7 requiredStatelicensingrequiredSeries 24preferredExperience3-5 years experience in the financial services industry that directly aligns with the specific responsibilities desirableA demonstrated track record of consistently meeting and\/or exceeding performance expectationsDemonstrates superior customer service, problem solving and organizational skillsDemonstrates professionalism and leadership capabilitiesMaintains a positive attitude while dealing with daily pressures and challengesAnalytical skills and close attention to detail is necessary to perform daily responsibilitiesAbility to multitask between daily and weekly work assignmentsAdapts quickly in a changing work environmentAbility to work independently in a team environmentExcellent interpersonal, verbal and written communication skillsThis position may be subject to Lincolns Political Contribution Policy. An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincolns current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

3 days 20 hours ago

Lincoln National Corporation


Securities Trader Lincoln National Corporation - Philadelphia, PA, United States


Location: Philadelphia, PA

Company Profile:
Founded in 1905 with the endorsement of Abraham Lincoln’s son, Robert Todd Lincoln, Lincoln Financial Group is the first and only company to carry Abraham Lincoln’s name, image and ideals at the heart of our brand. For more than a century, we’ve advanced President Lincoln’s inclusive vision and values by building an honest, dependable financial services company. We're dedicated to helping Americans secure better, more optimistic futures for themselves and their loved ones.