We have multiple clients in the Greater NYC area that are hiring for a professional to worth in their wealth management firms with a focus on trading and investment operations.
The right candidate should have 4+ years of investment operations and trading experience. The candidate MUST have an active series 7.
Responsibilities may include but not limited to:
- Placing Trades
- Rebalancing Portfolios
- Tax Loss Harvesting
- Running performance reports
- Triaging client questions
- investment account onboarding and management
Qualifications:
- Bachelor's degree
- Active Series 7
- 4+ years of trading experience
Compensation varies based on experience and client:
$80,000 to $110,000.
