Wealth Operations Specialist - Client-First Ops Lead

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

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.

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.

Skills

Strong organizational skills

Client-service skills

Proficiency with CRMs

Education

Active Series 65 license or willingness to obtain

SIE, Life & Health licenses

Tools

Wealthbox

Job description

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.