Senior Wealth Investment Operations Analyst

ReKruiting Advisors LLC.; Virginia Beach (VA); On-site; USD 70,000 - 90,000; Full time

Job summary

ReKruiting Advisors LLC. in Virginia Beach is seeking an Investment Operations Analyst with over 5 years of experience in the wealth management industry. The candidate will be responsible for the efficient processing of investment account applications, managing client relationships, and ensuring compliance with regulations.

Successful applicants will hold a Bachelor’s degree and possess FINRA Series 7 and 66 licenses. Join a team focused on maintaining high standards in client interactions and investment management.

Qualifications

• At least 5 years of experience in the wealth management industry.
• Bachelor’s degree and 3-5 years’ experience in financial services.
• FINRA Series 7 and 66 licenses preferred or related licenses.

Responsibilities

• Prepare and review investment account applications.
• Communicate with department leads for efficiently establishing client relationships.
• Facilitate rollover and transfer calls with clients.

Skills

Wealth management industry experience

Client relationship management

Account application processing

Warm personality

Education

Bachelor’s degree

Tools

FINRA Series 7 and 66 licenses

Job description

ReKruiting Advisors LLC. in Virginia Beach is seeking an Investment Operations Analyst with over 5 years of experience in the wealth management industry. The candidate will be responsible for the efficient processing of investment account applications, managing client relationships, and ensuring compliance with regulations.

Successful applicants will hold a Bachelor’s degree and possess FINRA Series 7 and 66 licenses. Join a team focused on maintaining high standards in client interactions and investment management.