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Wealth Trading Desk Specialist

Job in Johnston, Providence County, Rhode Island, 02919, USA
Listing for: Citizens Bank
Full Time position
Listed on 2026-01-29
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Banking & Finance
Job Description & How to Apply Below
A financial services institution is seeking a Trade Desk Specialist in Johnston, Rhode Island. The role requires providing excellent service in trade entry and order execution, along with assisting financial advisors. Ideal candidates will have 3+ years of Wealth Management Operations experience, hold FINRA Series 7 and either Series 63 or 66, and possess strong communication skills. The position is primarily in-office, transitioning to hybrid after training, offering a supportive environment for team-focused professionals.
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