Hybrid Trade Desk Specialist – Wealth Management Ops

A leading financial institution in Charlotte, NC, is seeking a Trade Desk Specialist to enhance operational excellence within its Wealth Management team. This role requires a proactive individual eager to manage trade execution, compliance, and client inquiries. Candidates should possess FINRA Series 7 and 63/66 licenses and have 3-5 years of experience in trade operations. The position also mandates strong communication skills and attention to detail, working 40 hours a week with a hybrid schedule.
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