Trading Associate

Trading Associate Our Cleveland (East), OH office has an exciting opportunity for a Trading Associate! This role provides critical day-to-day support for advisor teams by assisting with accurate trade execution, operational tasks, and ongoing process improvement. The Trading Associate builds technical expertise in trading platforms while contributing to an efficient, client-focused trading function within WEG.This role is an On-site position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $50,000.00 to $60,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Assist with the accurate processing of routine investment trades while building technical knowledge and confidence Execute routine trades using Orion Eclipse and custodial trading platforms under defined processes Review trade details for completeness, accuracy, and alignment with instructions Monitor assigned accounts for trade status, pending activity, and basic exception Escalate questions, errors, or complex situations to senior trading team members Respond to incoming advisor requests related to trade status, account activity, and platform navigation Assist advisor teams with basic use of managed account offerings and firm investment solutions Troubleshoot standard platform or process questions using documented procedures Partner with peers and senior team members to resolve requests efficiently Learn and follow established trading procedures, controls, and documentation standards Build proficiency in Orion Eclipse and custodial platforms through hands-on execution and training Maintain accurate records and follow compliance and risk management requirements Incorporate feedback and coaching to improve accuracy, efficiency, and consistency Participate in formal and on-the-job training related to trade execution and systems Assist with maintaining job aids, reference materials, and process documentation Support advisor training sessions by reinforcing standard workflows and tools Identify questions or gaps and proactively seek clarification or guidance Work closely with senior Trading Associates and peers to support team goals Demonstrate reliability, attention to detail, and accountability in daily work Communicate clearly and professionally with advisor teams and internal partners Exhibit a strong willingness to learn, adapt, and grow within the trading function Education/Qualifications Bachelor's degree (or equivalent experience) in business, finance, economics, or a related field 1-3 years' experience in trading, financial advisory, asset management, or financial planning Series 7, 66 licenses preferred Extensive knowledge of Orion Eclipse and broker dealer and custodian trading platforms is strongly preferred Proficiency in Microsoft Office Suite and Salesforce Strong teamwork and collaborative nature Operational background and process-oriented mindset Strong relationship building, communication, and leadership skills Mathematic and analytical disposition a plus Ability to train individuals and groups preferred Ability to multi-task effectivelyAI literacy: demonstrated ability to use AI tools and technologies to enhance productivity, craft effective prompts, evaluate AI-generated content for accuracy, and adapt to new AI applications as technology evolves Comprehensive Benefits Offerings Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities: Training and professional development Medical, dental and vision coverage (Available to full-time employees and their families) Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses Life and AD&D insurance – employer paid and voluntary options Short-term and long-term disability, workers compensation – employer paid 401k with match and profit sharing Wellness programs and resources Voluntary benefits, including pet insurance18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)12 paid holidays each year (10 pre-determined and 2 floating days) Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements) Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700 Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.