Trading Associate
Apollon Wealth ManagementSouth Carolina, United States
Posted March 30, 2026
Full Time
About the Company
Apollon Wealth Management is a fee-based financial advisory firm dedicated to providing comprehensive wealth management services. Specializing in risk management planning, retirement income planning, estate planning, and other strategic financial solutions, Apollon offers clients personalized access to expert advice from its cohesive team of partners and advisors. The company's collaborative approach ensures that clients' interests are prioritized above all else, fostering enduring relationships spanning generations.
Job Description
Apollon Wealth Management is seeking a Trading Associate to join our team, executing trades, developing investment models, and providing exceptional customer service to advisors and clients.
Requirements
- Execute trades using Eclipse and ASTRO
- Develop and maintain investment models within Eclipse and ASTRO
- Collaborate with advisors to create custom investment models tailored to client needs
- Analyze and address tax implications associated with trades
- Prepare and maintain monthly trade reports from various custodians
- Ensure accuracy and compliance with regulatory requirements
- Generate custom reports in Orion
- Provide exceptional customer service to advisors and clients using Orion
- Address inquiries, resolve issues, and offer guidance on investment-related matters
