Securities Trading and Cash Management

Legacy Wealth Advisors • Full-time • Chaska, Minnesota, United States • $70k - $120k / year • 2m ago

Company Description

Legacy Wealth Advisors is a wealth management firm dedicated to simplifying financial management for busy families, retirees, and high-performing businesses. We assist clients in understanding their current and future financial situations, managing investments, and developing personalized plans to take them where they want to be.

Role Description

This is a full-time on-site role for a Securities Trading and Cash Management specialist located in Chaska, MN. The role involves overseeing securities trading activities, managing money movement processes, and ensuring compliance with regulatory requirements on a day-to-day basis.

Qualifications