Related skills
salesforce microsoft excel series 65 fidelity orion eclipse📋 Description
- Execute trades across equities, fixed income, ETFs, mutual funds, and options
- Implement and rebalance portfolios within sleeve-based structure
- Maintain and trade model portfolios across client accounts
- Use Orion Eclipse to execute trades, rebalance, and monitor drift
- Monitor cash balances, settlements, and liquidity needs
- Daily reconciliation of prior-day trades
🎯 Requirements
- Series 65 or Series 66
- 2–4 years trading in an RIA or wealth mgmt firm
- Experience using Orion Eclipse
- Strong Excel proficiency
- Bachelor's degree in Finance, Economics, Business, Accounting, or related field
- Experience with Fidelity and Schwab custodial platforms
- Knowledge of sleeve-based trading and model portfolios
- Experience trading equities, fixed income, ETFs, and options
🎁 Benefits
- 100% remote
- Growth-focused environment
- Collaborative culture
- Modern digital family office atmosphere
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