AFAT Investment Trading Associate
WI-Milwaukeeonsitejunior
Posted today · via Workday
About this role
About the Role: The Associate Financial Advice Team (AFAT) Investment Trading Associate serves as the primary trading resource for AFAT clients and is responsible for reviewing and executing investment transactions submitted through Thomson One. This role ensures the accurate and timely execution of equity, ETF, mutual fund, fixed income, and advisory program transactions while maintaining adherence to firm policies, procedures, and regulatory requirements. This role will develop a strong understanding of the firm's advisory programs and proactively identify opportunities where associates may benefit from advisory solutions, helping support the team's mission of improving associates' long-term financial outcomes.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is junior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in WI-Milwaukee. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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