Financial Operations Specialist

The Well; Dayton (OH); On-site; USD 52,000 - 75,000; Full time

Benefits offered by this job

Employer-paid health benefits

Weekly catered team lunches

Cell phone reimbursement

Gym reimbursement for healthy living

Fridays end at noon

Weekly catered lunches

Job summary

A growing wealth management firm in Dayton, OH is seeking a Special Operations Team Member dedicated to providing exceptional client service and managing operational processes. Candidates must hold or be willing to obtain active Series 65 and Life & Health licenses. Key perks include employer-paid health benefits, catered team lunches, and a collaborative work environment that values growth and teamwork. This full-time associate role emphasizes delivering outstanding service while supporting the team effectively.

Qualifications

• Must hold active Series 65 or be willing to obtain.
• Strong organizational and client-service skills are essential.
• Proficiency with CRMs like Wealthbox is preferred.
• Strong organizational and client-service skills.

Responsibilities

• Deliver unreasonable hospitality to clients every day.
• Lead operational processes such as account openings and maintenance.
• Partner with advisors and act as client advocate.
• Partner with advisors and act as client advocate with custodians.
• Join a collaborative, ego-free team that values service and growth.

Skills

Strong organizational skills

Client-service skills

Proficiency with CRMs

Wealth management

Education

Active Series 65 license or willingness to obtain

SIE, Life & Health licenses

Tools

Wealthbox

Job description

Special Operations Team Member

We’re hiring a Special Operations Team Member on behalf of our client—a growing wealth management firm in Dayton, OH.

Licenses: Hold active Series 65 or be willing to obtain.

(Recent graduates are welcome to apply)

Why this role?

• Deliver unreasonable hospitality to clients every day
• Lead operational processes: account openings, money movement, maintenance
• Maintain calendar awareness and help manage team scheduling and follow-ups
• Partner with advisors and serve as client advocate with custodians
• Join a collaborative, ego‑free team that values service and growth

What you bring?

• Insurance & securities licenses (must have or be willing to obtain Series 65, SIE, and Life & Health)
• Strong organizational and client-service skills
• Proficiency with CRMs (Wealthbox experience a plus)
• Employer‑paid health benefits (employee‑only coverage)
• Weekly catered team lunches
• Fridays end at noon—start your weekend early!
• Cell phone reimbursement
• Gym reimbursement for healthy living

Ready to make an impact?

Apply today to join a firm where clients come first, and teamwork drives success.

Seniority level

Associate

Employment type

Full‑time

Job function

Finance

Industries

Financial Services and Investment Management