Trading Associate: Trade Execution & Operational Support

Wealth Enhancement Group; North Olmsted (OH); Hybrid; USD 43,000 - 64,000; Full time

Benefits offered by this job

Health and wellness benefits

401k with match and profit sharing

Paid time off

Paid holidays

Tuition reimbursement

Job summary

Wealth Enhancement Group in Mayfield Village, OH, is seeking a Trading Associate to support advisor teams with trade execution, account activity, and process improvements. The role emphasizes accuracy, platform proficiency, and collaboration in a client-focused trading function.

The position is on-site, with base pay ranging from $50,000 to $60,000, exclusive of bonuses and benefits. Strong knowledge of Orion Eclipse and related platforms is preferred, along with a bachelor's degree and 1–3

Qualifications

• Bachelor’s degree in business, finance, economics, or related field.
• 1–3 years trading or financial services experience; Series 7/66 licenses preferred.
• Strong knowledge of Orion Eclipse and broker-dealer/custodian platforms.

Responsibilities

• Process routine investment trades and monitor status with accuracy.
• Respond to advisor requests and assist with platform navigation.
• Learn and follow trading procedures, controls, and documentation standards.
• Collaborate with senior team members to resolve requests efficiently.
• Support training sessions and maintain reference materials.

Skills

Trading experience

Attention to detail

Communication skills

AI literacy

Education

Bachelor's degree in business/finance/economics

Tools

Orion Eclipse

Salesforce

Microsoft Office

Job description

Wealth Enhancement Group in Mayfield Village, OH, is seeking a Trading Associate to support advisor teams with trade execution, account activity, and process improvements. The role emphasizes accuracy, platform proficiency, and collaboration in a client-focused trading function.

The position is on-site, with base pay ranging from $50,000 to $60,000, exclusive of bonuses and benefits. Strong knowledge of Orion Eclipse and related platforms is preferred, along with a bachelor's degree and 1–3