Trading Analyst

4 days ago

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

Financial Planning • Investment Management • Tax Strategies • Risk Management • Insurance

501 - 1000

💰 $736.3k Funding Round on 2022-02

Description

• Define and manage the account trading process for client accounts • Support FA teams in delivering financial advice • Use Tamarac trading platform for trading account activities • Manage trading process while ensuring compliance and accuracy • Work with external partners for process efficiencies

Requirements

• Bachelor’s degree (or equivalent experience) in business, finance or economics • 3+ years of financial product and trading experience • Series 7, 66 security and Insurance licenses or ability to obtain these licenses within a short time frame; clean U4 • Advanced knowledge of Tamarac Advisor Rebalancing platform • Organizational skills and attention to detail with the ability to prioritize workflow and projects • Strong analytical and PC skills with problem-solving abilities • Ability to clearly and concisely communicate • Must have a record of academic excellence and strong work ethic • Must be in good compliance standing with all rules, regulations and policies

Benefits

• Training and professional development • Medical and dental coverage • 401k – with match and profit sharing • Health care spending and savings accounts • Dependent care spending account • Vision coverage • Wellness programs and resources • Life insurance – employer paid • Short-term and long-term disability – employer paid • Paid Time Off • 10 paid holidays each year • Paid parental leave • Tuition reimbursement