Investment Trading Specialist — Precision, Compliance & Client Impact
Job in
Minnetonka, Hennepin County, Minnesota, 55345, USA
Listed on 2026-07-25
Listing for:
DSB Rock Island Wealth Management, LLC
Full Time
position Listed on 2026-07-25
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management, Financial Advisor / Consultant
Job Description & How to Apply Below
DSB Rock Island Wealth Management, LLC in Minnetonka, MN is seeking an Investment Trading Specialist to join our Wealth Management team. You will execute investment trades, support portfolio implementation, and help ensure an exceptional client experience through accurate trade execution, regulatory compliance, and operational excellence.
The ideal candidate has 3–5 years of experience in investment operations, holds FINRA Series 7 and Series 63 or 66 licenses, and is proficient with Excel and
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