full-time
Trader
MAI WEALTH MANAGEMENT, INC.
- Employer
- MAI WEALTH MANAGEMENT, INC.
- Location
- Independence, Ohio, United States
- Working pattern
- on-site
- Salary
- $50,000–$62,000 / year
About the role
The Trader is responsible for executing, allocating, and reconciling trades while supporting portfolio managers and advisors with investment operations. They also act as a point of contact for service providers and ensure trade workflow efficiency and compliance. Candidates should have a bachelor's degree in Finance, Economics, Accounting, or a related field. One to two years of experience in trade desk and securities operations is preferred, along with proficiency in portfolio trading systems.