Series 65 Licensed Trading Associate

Location: Remote

Compensation: To Be Discussed

Reviewed: Mon, Mar 30, 2026

This job expires in: 7 days

Job Category: Customer Service

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A company is looking for a Trading Associate to join their team.

Key Responsibilities

Execute trades using Eclipse and ASTRO
Develop and maintain investment models within Eclipse and ASTRO
Analyze and address tax implications associated with trades

Required Qualifications

Bachelor's Degree in Finance preferred
Required Series 65 or 66
1-3 years of experience in ASTRO and Eclipse
1-3 years of experience in trading in Orion/Eclipse
Intermediate level in Excel

COMPLETE JOB DESCRIPTION

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