Forte Capital Group · 2 days ago
Stock Broker Trainee
NYC Metro Area
Full-time
Onsite
New Grad, Entry LevelForte Capital Group is a distinguished firm that specializes in creating independent and personalized financial solutions. They are seeking a motivated candidate to join their team as a Stock Broker Trainee, where the individual will gain hands-on experience in financial markets, assist in trading activities, and build and maintain client portfolios.
Financial Services
Responsibilities
Gain hands-on experience in financial markets
Assist in trading activities
Build and maintain client portfolios
Stay updated on market trends
Understand clients’ investment goals to recommend suitable financial strategies
Follow compliance regulations
Collaborate with senior brokers to develop customer relationships
Qualification
Required
Analytical and problem-solving skills to assess market trends and make informed decisions
Strong interpersonal and communication skills to build and maintain client relationships
Organizational and time management skills to handle multiple tasks in a dynamic and fast-paced environment
Basic understanding of financial products, stock trading, and investment strategies
Proficiency in Microsoft Office Suite and familiarity with financial tools and platforms
Bachelor's degree in Finance, Business, Economics, or a related field
Self-motivated with a keen interest in the financial and investment sectors
Must be willing to study for and obtain the required securities licenses (e.g., FINRA Series 7 and 63)
Company
Forte Capital Group
Forte Capital Group is a distinct advantage of providing independent financial solutions.
Founded in 2001
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Manuel Klemm
Chief Technology Officer / Registered Principal
Recent News
New York Business Journal
2025-02-25
Company data provided by crunchbase