Job Details

Investments // Wealth Management // Great Company Culture // Apply Now!
This Jobot Job is hosted by: Megan Bastian
Are you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.
Salary: $60,000 - $120,000 per year
A bit about us:
Wealth Management Company with 150 million AUM is looking to add an Operations Associate to their growing team. They are a relatively new firm so there are a TON of growth opportunities here. The ideal candidate will have a Series 65 License (not a requirement!), and at least 3 + years of experience working in the financial industry on the operational side. This position is 100% on-site in Portland, OR.
For more information please contact
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Why join us?
Benefits:
Excellent Comprehensive Benefits
Competitive Salary
401k + Match 3 %
Start up with tons of growth potential
Bonuses
Secured, FREE, Parking Garage
Beautiful office! Right on the water
Job Details
Requirements:

• 3 + years of Operational experience working in the Financial industry (RIA, Wealth Management Group, etc.)
• Previous experience with pulling reports for SEC audits (knowing what to pull)
• Willing to work 100% on-site
• Series 65 (not required)
• Experience with Orion, Redtail, or Schwab Advisor Center

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
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