Trader
Company: Annex Wealth Management LLC
Location: Brookfield
Posted on: April 24, 2024
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Job Description:
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 Execute trades within client portfolios that include
rebalancing, raising cash & investing new cash Enhance the tax
efficiency of client portfolios and carry out tax loss harvesting
strategies Assist Wealth Managers and Client Service Managers with
policies and procedures related to investment management Recommend
and implement transition plans to realign recently transferred
assets in accordance with clients' stated asset allocation strategy
Works to assist other members of Trading and Research teams.
Collaborate with the Operations and Compliance departments to
ensure investment team's adherence to firm policies and guidelines
Requirements: What We Are Looking For Bachelor's degree in Finance
or Economics or related degree 1-3 years of research, trading, and
portfolio management experience Series 65 or willingness to pursue
Experience working in a fast paced, team environment Experience
with Excel, Black Diamond, Eze preferred 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.
PI18789376c5f7-26276-34286526
Keywords: Annex Wealth Management LLC, Wauwatosa , Trader, Accounting, Auditing , Brookfield, Wisconsin
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here to apply!
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