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Trading Coordinator
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Full-time
- In this role, you will work closely with the CIO, Investment Management Team, Advisors, Partners, Financial Planners, Marketing, Compliance, and the Investment Committee.
- 0+ years of financial services experience at an investment manager, brokerage firm, RIA or similar preferred
- The willingness to obtain either of the following certifications: CFA, CAIA, CFP®, CMT, or CIMA
- Series 65 or 66 required within the first six months of hire
- Experience and ability to communicate and manage third-party asset manager relationships
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