Skip to main content
McCarthy Search

Series 24 Licensed Platform Analyst

L3

virtual vocationsDenver, COtoday

Occupations

Securities, Commodities, and Financial Services Sales AgentsBrokerage ClerksPersonal Financial Advisors

Industries

Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
To support the Broker/Dealer division, the full-time Series 24 Licensed Platform Analyst will manage end-to-end operations of the Premier Reserve offering, including product management, account funding, and client support, while working remotely from any US-based location.
Key responsibilities: Oversee account opening, funding, maintenance, and servicing for fee-based accounts Manage cash and liquidity transactions, including transfers and position movements Develop and implement repeatable processes and identify automation opportunities as volumes grow
Required qualifications: High School diploma/GED required Series 24 Principal License, Series 7 & 66 or equivalent 5 years of broker/dealer experience 3 years of Registered Investment Advisor (RIA) experience
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

JuniorL3

Location

Denver, CO

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Portfolio Management and Investment Advice

Posted

today

To get sharper similar jobs, create your profile using the link below.

Create profile