Investment Trading Specialist

Posted 5 days ago

mai wealth managementFostoria (OH)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

MAI Wealth Management, Inc. in Independence, OH is seeking a Trader to handle trade execution, settlements, reconciliations and trade support for advisors and portfolio managers. The role collaborates with Senior Traders and the Trading Team Manager on diverse tasks to meet short and long-term goals. The ideal candidate will have a finance-related bachelor's degree and 1–2 years in trade desk/operations, plus proficiency with Tamarac and spreadsheet/CRM tools.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.