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
- Strong communication skills
- Ability to analyze and understand complex financial data
- Experience in the financial services industry
- Series 65, or Series 7, 66
Preferences
- Experience with Orion Eclipse and Schwab Advisor Services
- Bachelor's degree in Finance, Economics, Business, or related field