Trading Analyst

🔥 5 hours ago

🇺🇸 United States – Remote

💵 $100k - $130k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🧐 Analyst

👻 Ghost score 0%

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💸 Finance

🛡️ Insurance

💰 $736.3k Funding Round on 2022-02

Finance • Insurance

Wealth Enhancement Group is a financial services firm founded in 1997, dedicated to providing clients with comprehensive financial guidance. The firm focuses on reducing the stress of managing various aspects of clients’ financial lives by integrating services such as financial planning, investment management, tax strategies, risk management, insurance, estate planning, and retirement income planning. Utilizing a team approach, known as the Roundtable™, and a structured process called UniFi™, Wealth Enhancement Group aims to empower clients in making confident and informed financial decisions.

📋 Description

• Define and manage the account trading process using Orion, Eclipse, and securities-trading knowledge • Monitor portfolios and current investments • Complete trade requests, required minimum distributions, withdrawals, and investment of new funds • Process client model change requests and generate block trade orders • Perform tax-loss harvesting • Maintain cash balances in client accounts • Execute trades according to portfolio manager directives and best-execution policies • Coordinate among custodians, customer service, and financial advisors • Generate daily performance sheets • Complete quarterly best-execution reports • Create trade sheets for new and cash-added accounts • Assist with quarterly performance presentations • Implement strategic portfolio adjustments with portfolio managers and analysts • Ensure security weightings align with model allocations • Utilize pricing methodology for block trades • Collaborate with the team and support portfolio managers and analysts

🎯 Requirements

• Series 65 license or Series 7 & Series 63 strongly preferred • Bachelor’s degree preferred in finance, business, economics, or a related field (or equivalent as demonstrated through one or a combination of work experience, training, military experience, and/or education) • 3+ years of related work experience in the asset management or financial services industry • Experience as a Trader or Trading Assistant for equity, mutual funds, and ETFs • Moderate understanding of the securities market and trading fundamentals required • Preferred software proficiency: Orion, Eclipse, Bloomberg, Salesforce, Microsoft Excel, and Microsoft Office Suite • Experience with Schwab and Fidelity’s trading platforms preferred • Strong analytical and quantitative skills with keen attention to detail • Excellent written and verbal communication skills • Strong work ethic, self-motivation, and proactive problem-solving approach • Commitment to high standards of ethical behavior and trustworthiness • Ability to work collaboratively with portfolio managers and analysts • Excellent organizational and time management skills • AI literacy, including crafting effective prompts, evaluating AI-generated content, and integrating AI tools into daily work • Comfort learning new AI applications and understanding their use cases and limitations • Ability to stand or sit for long periods, file documents in cabinets, use the telephone, and use computer systems

🏖️ Benefits

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) • Discretionary team bonus plan • Remote work arrangement • Employer-paid insurance options • E-Verify participation