Trading Associate

Apollon Wealth Management • Mount Pleasant, SC

10d • Hybrid

About The Position

Apollon Wealth Management is seeking a dedicated and detail-oriented Trading Associate to join our team. The ideal candidate will have a strong background in trading, model building, and exceptional proficiency with Orion/Eclipse.

Requirements

• Bachelor’s Degree in Finance Preferred
• Required Series 65 or 66
• Experience in Orion Advisor Services
• 1-3 years of experience in ASTRO and Eclipse
• 1-3 years of experience in trading in Orion / Eclipse
• Knowledge of different custodian platforms
• Reconciling and correcting accounts
• Gathering and compiling information
• Read, interpret, analyze and apply transaction information
• Intermediate level in Excel

Nice To Haves

• Experience in Orion Advisor Services preferred

Responsibilities

• Execute trades using Eclipse and ASTRO
• Develop and maintain investment models within Eclipse and ASTRO
• Collaborate with advisors to create custom investment models tailored to client needs
• Analyze and address tax implications associated with trades
• Prepare and maintain monthly trade reports from various custodians
• Ensure accuracy and compliance with regulatory requirements
• Generate custom reports in Orion
• Provide exceptional customer service to advisors and clients using Orion
• Address inquiries, resolve issues, and offer guidance on investment-related matters

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 11-50 employees