Trader (Block) is responsible for the timely buying and selling of block orders. Reviews orders to ensure accuracy, proper record keeping, and conformance to regulations. Being a Trader (Block) evaluates market volatility and ensures clients receive the best rate available. Executes stock orders that consist of at least 10,000 shares or that have a value of $200,000 or more. Additionally, Trader (Block) requires a bachelor's degree in area of specialty and may require state licensure. Typically reports to a manager. To be a Trader (Block) typically requires 0-2 years of related experience. Works on projects/matters of limited complexity in a support role. Work is closely managed. (Copyright 2024 Salary.com)
Description
Join Our Growing Team in Our New Headquarters in Brookfield!!!
Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? ‘Know the Difference’ applies to our employees too! We are a proud 6-Time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!
Annex Wealth Management is an elite, privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management’s growth. Check us out on YouTube, “Money Talk” on WTMJ; “The Investment Show” on WISN; and “The Annex Wealth Management Show” on WHBY and WFSX.
Trader
Our team is comprised of passionate, forward-thinking professionals eager to take on the challenge of meeting client’s unique wealth management goals. We are looking for a candidate that is inspired by our values and motivated to help people achieve their investment, financial, and life goals.
The Trader executes the day-to-day implementation of model investment strategies. This entry level position works alongside the Investment Committee in managing client portfolios. The Trader plays an integral role of liaison between the Wealth Managers, Client Service Managers, and the Investment Management team.
Your Role
Requirements
What We Are Looking For
What You Can Expect
In return for your leadership, talent, time, and commitment, we offer the competitive compensation and benefits you would expect of an industry leader, including paid short and long term disability, vacations, and a 401(k) plan.
Equal Employment Opportunity
Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.