Investment Trading Associate Job at Waggoner Financial, Lansing, MI

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  • Waggoner Financial
  • Lansing, MI

Job Description

About the Role:

We are seeking a highly motivated Investment Trading Associate to join our team. The ideal candidate will be responsible for executing and managing trades while ensuring accuracy and efficiency in all trading activities. This role requires strong attention to detail, the ability to work in a fast-paced environment, and a deep understanding of financial markets.

Key Responsibilities:

  • Execute and process trades accurately using BlackDiamond trading software
  • Monitor market activity and trade performance to ensure best execution practices
  • Assist in portfolio management by reviewing allocations, rebalancing, and ensuring compliance with investment strategies
  • Maintain and reconcile trade records, ensuring all transactions are processed correctly and in a timely manner
  • Collaborate with financial advisors, portfolio managers, and compliance teams to ensure seamless trade operations
  • Stay up to date with market trends, regulatory changes, and industry best practices
  • Address and resolve any trade discrepancies or settlement issues
  • Adhere to all FINRA and regulatory requirements

Qualifications:

  • SIE, Series 7, and Series 66 licenses are required
  • Bachelor’s degree from an accredited university in Finance, Economics, or a related field
  • 1-3 years of experience in a trading, operations, or financial services role preferred
  • Strong analytical skills and a high level of accuracy in trade execution
  • Experience using BlackDiamond trading software is a plus
  • Excellent communication and problem-solving skills
  • Ability to work independently and as part of a team in a high-pressure environment
  • Strong attention to detail—accuracy is critical in this role
  • Must be located in or able to commute to Lansing, MI
  • Must be authorized to work in the U.S.

Compensation & Benefits:

  • Competitive salary based on experience
  • Comprehensive benefits package including health, dental, and vision insurance
  • 401(k) with company match
  • Paid time off and holidays
  • Professional development and licensing support

If you are detail-oriented, highly organized, and passionate about trading, we’d love to hear from you!

Job Tags

Holiday work,

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