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Trading Associate at Compound Planning, Inc. - ApplyBlast

Trading Associate

Compound Planning, Inc.

6 months ago

3.7 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

A Trading Associate at Compound supports portfolio implementation across client accounts by executing trades, managing allocations, and ensuring efficient execution of investment strategies.

Skills

Qualifications

Series 65 or Series 66Bachelor’s Degree in Finance, Economics, Business, AccountingExperience with Fidelity and SchwabKnowledge of Sleeve-Based TradingExperience Trading Equities, Fixed Income, ETFs, Mutual Funds, and Options

About Compound Planning, Inc.

withcompound.com

Compound Planning is a modern investment management firm that delivers personalized wealth management solutions for entrepreneurs, professionals, retirees, and families. The company combines a world-class advisory team with innovative technology to provide comprehensive services, including financial planning, tax consulting, and asset management. With over $4 billion in assets under management, Compound Planning is known for its commitment to helping clients achieve their financial goals and navigate the complexities of wealth management. Their goal-oriented approach ensures tailored strategies that reflect individual needs and circumstances.