Trade Desk Operator: Elevate Wealth Management Trades
Citizens
Citizens in Charlotte, NC is looking for a candidate for a role focused on trade entry and execution. The ideal candidate will hold FINRA Series 7, 63/66 certifications and have over 3 years of back-office Wealth Management Operations experience. Responsibilities include trade submissions, monitoring accounts, and assisting financial advisors with operational support. This role offers a structured work schedule of Monday through Friday, fostering a collaborative environment to improve processes and serve customers effectively. #J-18808-Ljbffr Citizens
Vacancy posted 3 days ago
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