Trading Associate

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

The Trading Associate serves as a liaison between Advisors participating in the Advisor as Portfolio Manager (APM) program and the Central Trading Desk. The Trading Associate will assist and train advisors with all of their trading, trade support, and order management system needs.

This is a fully remote position, with a preference for candidates in eastern or central time zone.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $57,000 - $75,000, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Provide training and support to advisor teams on daily trade processes.

• Train Advisor teams on proper trade execution.

• Assist teams with daily trade processes.

• Assist transition of Advisor teams from their existing OMS onto Orion/Eclipse. 

Utilize internal and external software platforms to provide routine and complex trade execution.

• Provide execution and trade support to Advisor teams through strong knowledge of WEG’s product offering; assist them with executing complex trades.

• Support Advisor teams using Orion/Eclipse and other custodial trading platforms.

• Provide all encompassing systems support to Advisor teams.

Collaborate with peers to ensure mutual success.

Education/Skill Requirements

• Bachelor's Degree (or equivalent experience) in business; finance, economics or related

• 0-3 years’ financial services

• TAMP experience preferred

• Strong interest in trading, financial advisory, asset management or financial planning

• Ability to learn Orion Eclipse as well as broker dealer and custodian trading platforms.

• Strong teamwork and collaborative nature.

• Superior verbal and written communication skills.

• Proficient with Microsoft Office Suite or related software.

• Familiarity with Salesforce and Support Org functionality

• Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as: the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $56,350 to 88,300

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to 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)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters: Link

OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.