Associate Trader, Wealth Management
Aprio
- Experience
- 1+ yrs
- Location
- Atlanta, Georgia, United States
- Job type
- Full-time
Required skills
- Orion Eclipse
- Tamarac
- iRebal
- TRX
- Envestnet
- Schwab
- Fidelity
- Pershing
- Altruist
- Microsoft Excel
- Python
- Power Query
About the role
1-3 years trading or investment operations experience; experience with Orion Eclipse or similar rebalancing software; custodial platform experience; Excel proficiency; bachelor's degree in finance or related field; SIE and Series licenses or ability to obtain within 3 months.
About Aprio
Full-service CPA-led business advisory and accounting firm.
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