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Trade Associate Jobs in Dallas, TX (NOW HIRING)

Level Four

Trading & Operations Associate

Dallas, TX · On-site

... trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval * Review and monitor holdings amongst client strategies

Mouser

Global Trade Comp Spec I

Mansfield, TX

Successful completion of Trade Compliance Training. * Maintain a good understanding of complex ... Establishes and maintains effective relationships with business associates. Able to communicate ...

TEKsystems

Trade Desk (Finra)

Fort Worth, TX · Hybrid

$63K - $65K/yr

* We are seeking a client-focused Trade Desk Associate / Mutual Fund Trader to support a high-volume, inbound call center environment. This role is 100% service-oriented, partnering directly with ...

TEKsystems

Trade Desk (Finra)

Fort Worth, TX · Hybrid

$63K - $65K/yr

* We are seeking a client-focused Trade Desk Associate / Mutual Fund Trader to support a high-volume, inbound call center environment. This role is 100% service-oriented, partnering directly with ...

KPMG

Manager, Trade & Customs

Dallas, TX · On-site

JD / LLM degree is preferred; minimum of a Bachelor's or Associate's degree from an accredited ... advisory or trade law firm is highly preferred * Ability to travel both domestically and ...

Babich & Assoc.

Be Seen First

TRAVELING SUPERINTENDENT

Dallas, TX · On-site

$100K - $160K/yr

... trade partners as partners. They screen deliberately for leadership style, and how you manage people carries real weight in their decision. Apply today, or contact James Meeks at Babich & Associates ...

New

DERSE, Inc.

Estimator - Trade Shows

Coppell, TX · On-site

Bachelors or Associate degree and / or 5+ more years of relevant experience * Prior experience working within live event & trade show industry required * Ability to read & accurately interpret ...

DERSE INC

Estimator - Trade Shows

Coppell, TX · On-site

Bachelors or Associate degree and / or 5+ more years of relevant experience * Prior experience working within live event & trade show industry required * Ability to read & accurately interpret ...

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All JobsTrade Associate JobsTrade Associate Jobs in Dallas, TX

Trade Associate information

See Dallas, TX salary details

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How much do trade associate jobs pay per hour?

As of Aug 8, 2026, the average hourly pay for trade associate in Dallas, TX is $17.35, according to ZipRecruiter salary data. Most workers in this role earn between $14.76 and $18.32 per hour, depending on experience, location, and employer.

What are some typical challenges trade associates face when working with global clients?

Trade Associates often encounter challenges such as navigating time zone differences, understanding varying international regulations, and managing language or cultural barriers. These factors can complicate communication and require adaptability, strong organizational skills, and attention to detail. Collaborating closely with logistics, sales, and compliance teams helps address these challenges, ensuring smooth trade operations and client satisfaction.

What are the key skills and qualifications needed to thrive as a trade associate, and why are they important?

To thrive as a Trade Associate, you need a solid understanding of financial markets, trade execution processes, and a relevant degree in finance, economics, or a related field. Familiarity with trading platforms, order management systems, and, in some cases, FINRA Series 7 or 63 certifications is typically required. Exceptional attention to detail, strong analytical thinking, and effective communication are vital soft skills in this role. These abilities ensure accurate trade processing, regulatory compliance, and effective collaboration with clients and internal teams.

What is a trade associate?

Trade Associates are entry- to mid-level professionals who support the operations of trading activities within financial institutions, investment firms, or brokerage houses. Their responsibilities often include assisting traders with executing trades, managing trade settlements, reconciling discrepancies, and ensuring compliance with regulations. Trade Associates also interact with clients, prepare reports, and monitor market trends to support decision-making. This role is a common starting point for those looking to build a career in finance, investment banking, or trading.

What are 5 examples of trade associate jobs?

Trade associate jobs include positions such as retail sales associate, warehouse associate, customer service associate, inventory associate, and shipping and receiving associate. These roles often require good communication skills, physical stamina, and familiarity with tools or inventory management systems. They are commonly found in retail stores, warehouses, and distribution centers.

What is the difference between Trade Associate vs Sales Associate?

AspectTrade AssociateSales Associate
Required CredentialsHigh school diploma or equivalent; industry-specific certifications often preferredHigh school diploma or equivalent; sales training or certifications beneficial
Work EnvironmentRetail stores, warehouses, or trade shows; focus on product knowledge and customer assistanceRetail stores, showrooms, or online; focus on customer engagement and sales
Employer & Industry UsageManufacturing, wholesale, retail trade industriesRetail, wholesale, and service industries

Trade Associates primarily focus on product knowledge, inventory management, and assisting customers in trade or retail settings. Sales Associates concentrate on engaging customers, promoting products, and closing sales. While both roles involve customer service, Trade Associates often have a more technical or product-specific focus, whereas Sales Associates emphasize sales techniques and customer relationships.

What are the most commonly searched types of Trade jobs in Dallas, TX? The most popular types of Trade jobs in Dallas, TX are:
What are popular job titles related to Trade Associate jobs in Dallas, TX? For Trade Associate jobs in Dallas, TX, the most frequently searched job titles are:
What job categories do people searching Trade Associate jobs in Dallas, TX look for? The top searched job categories for Trade Associate jobs in Dallas, TX are:
What cities near Dallas, TX are hiring for Trade Associate jobs? Cities near Dallas, TX with the most Trade Associate job openings:
Trade Associate jobs near you
Infographic showing various Trade Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 71% Full Time, 24% Part Time, 1% Temporary, and 3% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $36,078 per year, or $17.3 per hour.

Trading & Operations Associate

Level Four

Dallas, TX • On-site

Other

PTO

Posted 4 days ago

Job description

Trading And Operations Associate

Our team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas. We offer:

  • Casual work environment
  • Generous paid time off
  • Flexible work schedule
  • Great benefits
  • And more…

Come take your career path to the next level! The Level Four Capital Management (LFCM) Trading and Operations Associate is a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions. Essential responsibilities and tasks of the Trading and Operations Associate are:

  • Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
  • Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
  • System and database data entry and maintenance to ensure database integrity (Black Diamond & Salesforce)
  • Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
  • Interface with the operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
  • Serve as key point of contact between financial advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
  • Assist with monthly and quarter-end reporting to support financial advisors and industry database partners
  • Prepare and develop client proposals based on the specific needs and requests of financial advisors
  • Facilitate the creation and submission of fixed income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
  • Allocate fixed income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
  • Assist the trader in resolving trade discrepancies between fixed income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
  • Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
  • Review and monitor holdings amongst client strategies
  • Additional duties as required

Successful Trading and Operations Associate candidates will have:

  • Knowledge and experience in the securities industry in order to support the firm's investment management team and platform of SMA and asset allocation portfolios.
  • This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.
  • This professional will be able to work in the Dallas corporate office, reporting to the LFCM practice director.

Required:

  • Bachelor's degree in finance or related field
  • Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
  • Meticulous attention to detail and excellent organizational skills
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
  • Reliable and accountable; follows through on commitments start-to-finish
  • Possesses critical thinking, analytical and problem-solving skills
  • Has strong time-management skills; able to prioritize tasks
  • General computer and software knowledge in Microsoft Office Suite

Preferred:

  • Minimum 3 years of experience
  • FINRA series 7, 66, 63 and/or 65 registration
  • Securities license or willingness to obtain
  • Black Diamond
  • J AdvisorAccess, Schwab, and/or Fidelity Wealthscape

Icing on the cake:

  • Salesforce

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