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Financial Advisor Operations Assistant

Job

Barton Wealth Management, LLC

Dubuque, IA (In Person)

$50,000 Salary, Full-Time

Posted 1 week ago (Updated 1 day ago) • Actively hiring

Expires 6/19/2026

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Job Description

Join our Barton Wealth Management staff. Duties include client service, account paperwork, and operational coordination. Excellent communication skills a must. Competitive pay, benefits, 36.5 hours a week max. No nights/weekends. Daily fun is a must for us, so we need you in-office rather than remote. Inquire to thomas.barton@wfafinet.com. Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Barton Wealth Management, LLC is a separate entity from WFAFN.
Pay:
$40,000.00 - $60,000.00 per year
Benefits:
401(k) matching Employee discount Flexible schedule Paid time off Professional development assistance Retirement plan
Work Location:
In person

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