Trading Associate
Job in
Mount Pleasant, Charleston County, South Carolina, 29466, USA
Listed on 2026-01-24
Listing for:
Apollon Wealth Management
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services, Financial Analyst
Job Description & How to Apply Below
Trading Associate
Reports to: Director of Trading and Reporting
Status: Exempt
• Remote or Hybrid
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.
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
- 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
Position Requirements
10+ Years
work experience
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