Advisor Operations Specialist – Financial Services

Strategic Planning Group; Bountiful (UT); On-site; USD 34,000 - 55,000; Full time

Benefits offered by this job

401k

Health Insurance

PTO

Sick Time

Paid Holidays

Stable full time schedule

Professional office environment

Job summary

Strategic Planning Group is seeking a Financial Advisor Operations Associate in Bountiful, Utah. This in-office role supports advisors and clients with account operations, service coordination, and meticulous administration.

Minimum two years of financial industry experience and strong communication are required. The position offers a stable full-time schedule with benefits and in-person collaboration.

Qualifications

• 2+ years of experience at a financial advisory or investment firm.
• Strong written and verbal communication skills.
• This is not an entry level role.

Responsibilities

• Open and maintain client investment accounts.
• Manage and update client profiles and records.
• Process account service requests and follow through to completion.
• Respond to client calls, emails, and service needs professionally.
• Assist advisors with research and financial planning related tasks.
• Maintain organized documentation and compliance standards.
• Coordinate with custodians and internal team members as needed.

Skills

2+ years exp

Communication skills

Tools

Redtail CRM

Black Diamond

Wealthscape

Schwab Advisor Center

Fidelity systems

Job description

Strategic Planning Group is seeking a Financial Advisor Operations Associate in Bountiful, Utah. This in-office role supports advisors and clients with account operations, service coordination, and meticulous administration.

Minimum two years of financial industry experience and strong communication are required. The position offers a stable full-time schedule with benefits and in-person collaboration.