Wealth Operations Associate — Advisor Services

Brookstone Capital Management; Wheaton (IL); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with match

Paid time off

Job summary

A rapidly growing financial services firm is looking for motivated individuals to fill multiple operational roles. The successful candidates will support Advisers and their clients by providing high-quality service in a fast-paced environment. Applicants should possess a Bachelor's degree in Finance or a related field and have at least 2 years of experience. This full-time position requires strong analytical and interpersonal skills. Competitive compensation and benefits are offered for this on-site role in Wheaton, IL.

Qualifications

• Bachelor's degree in Finance, Economics or related field required.
• 2+ years of experience in a Financial Services firm preferred.
• Strong analytical, communication, and client service skills are essential.

Responsibilities

• Support Advisor needs including Account Opening and New Business.
• Provide high-touch service and support to Advisers.
• Collaborate with internal teams and external partners like Schwab and Fidelity.

Skills

Analytical skills

Relationship building

Client service skills

Communication skills

Microsoft Excel

Education

Bachelor's degree in Finance, Economics or related field

Tools

Microsoft Office Suite

Job description

A rapidly growing financial services firm is looking for motivated individuals to fill multiple operational roles. The successful candidates will support Advisers and their clients by providing high-quality service in a fast-paced environment. Applicants should possess a Bachelor's degree in Finance or a related field and have at least 2 years of experience. This full-time position requires strong analytical and interpersonal skills. Competitive compensation and benefits are offered for this on-site role in Wheaton, IL.