Wealth Management Associate
CMC Recruiting
CMC Recruiting is seeking an Investment Operations Specialist in Charlotte, NC. The role supports day-to-day administration and operational functions of the firm's investment platform, handling account openings, money movement, trading, and brokerage operations to ensure a seamless client and advisor experience. The ideal candidate has 2–5 years in investment operations or wealth management operations, Series 7 and 66 preferred, and a strong eye for detail and organization. #J-18808-Ljbffr
Vacancy posted 10 hours ago
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