Operations / Wealth Management / Asset Management Team Position Available In Pinellas, Florida

Job Description:

Operations / Wealth Management / Asset Management Team ThisJobot Job is hosted by: Katrina McFillin Are you a fit? Easy Applynow by clicking the “Apply Now” button and sending us your resume.

Salary:

$75,000 – $90,000 per year A bit about us: We are a leadingWealthTech platform and the industry advocate for independentfinancial advisors. We are on a mission to help advisors achievetheir entrepreneurial dream of building a more successfulenterprise defined by their ability to deliver high-quality,customized financial advice to their clients. Why join us? We are adynamic and fast-growing firm, having exceeded $100 billion inassets under management over the past decade. Our ambitious targetis to reach $500 billion within the next three years. We seekindividuals who are passionate about our mission to prioritizeclients and empower advisors with greater independence.comprehensive health, dental, and vision insurance 401(k) withcompany match unlimited PTO bonus Job Details The role’s primaryfunctions within the Operations team include, performing specificfunctions associated with the submission and execution of tradeinstructions provided by advisors and managers, assist with the setup and ongoing client account program selection on the TAMP, andparticipating in the duties related to the onboarding of newadvisory firms and their clients. If you are someone who comes froma wealth management background and are looking to level up with atop company, this is the opportunity for you. They have promotedfolks from this department into other roles and quickly. This isthe opportunity to get in on the ground floor and learn thebusiness to grow with the business. Interested in hearing more?

Easy Apply now by clicking the “Apply Now” button. Jobot is anEqual Opportunity Employer. We provide an inclusive workenvironment that celebrates diversity and all qualified candidatesreceive consideration for employment without regard to race, color,religion, age, sex, national origin, disability status, genetics,protected veteran status, sexual orientation, gender identity orexpression, or any other characteristic protected by federal, stateor local laws. Sometimes Jobot is required to perform backgroundchecks with your authorization. Jobot will consider qualifiedcandidates with criminal histories in a manner consistent with anyapplicable federal, state, or local law regarding criminalbackgrounds, including but not limited to the Los Angeles FairChance Initiative for Hiring and the San Francisco Fair ChanceOrdinance.