Operations Associate
A successful and rapidly growing boutique national wealth firm is seeking to hire an Operations Associate for their office in Tampa Bay, FL. This individual will be part of the operations team, supporting financial advisors and their clients. Responsibilities Open new accounts Annuity processing AUM account processing Qualifications Understanding of custodial accounts (Schwab, Fidelity, and…
Read MoreNew Business Specialist
A successful and rapidly growing RIA firm is seeking to hire a New Business Specialist for their office in Murfreesboro, TN. This individual will be part of the operations team, supporting financial advisors and their clients. Responsibilities Assist in the onboarding of all new clients, from account opening and incoming transfer to initial portfolio Verify…
Read MoreNew Business Specialist
A successful and rapidly growing RIA firm is seeking to hire a New Business Specialist for their office in either Denver, CO or Guilford, CT. The New Business Specialist will perform the role for both locations but work at one in person and at the other remotely. This individual will be part of the operations…
Read MoreNew Business Specialist
The New Business Specialist will be part of the operations team supporting financial advisors and their clients. This position combines strong administrative skills with great customer service skills. Daily activities of the job include, but are not limited to: Assist in the onboarding of all new clients, from account opening and incoming transfer to initial…
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