Trade Operations Associate
Orgel Wealth ManagementWisconsin, United States
Posted March 18, 2026
Full Time
About the Company
Orgel Wealth Management is a fee-only wealth management firm with a nationwide reach, serving clients in 43 states with over $9.5 billion in assets under management.
Job Description
Orgel Wealth Management is seeking a Trade Operations Associate to support the firm through monitoring client investment portfolios, reviewing portfolio changes, and executing daily trades. The successful candidate will have strong analytical skills and be able to work in a fast-paced environment.
Requirements
- Bachelor's degree from an accredited university or college in business or related field
- A minimum of 2 years of individual taxable and tax-deferred portfolio management/trading experience at a fee-only wealth management firm
- Understanding of asset allocation, tax strategies, and experience with trading equity and fixed income instruments
Benefits
- 401k Matching
- Retirement Plan
