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Operations Specialist
NPAworldwide Recruitment Network
NPAworldwide Recruitment Network
 
How to Apply:


Job Location: Nashville, TN
JOB DESCRIPTION

Job #: 33577
Title: Operations Specialist
Job Location: Nashville, Tennessee - United States
Remote Job: Unknown
Employment Type:
Salary: $60,000.00 - $85,000.00 - US Dollars - Yearly
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?

Support top producer

JOB DESCRIPTION

?Top-Tier RIA seeks a Operational Specialist for top-producing Financial Advisor. FA serves high net worth individuals, business owners, and professionals. Fast-paced environment, challenging, hands-on mentoring.

QUALIFICATIONS

  • 2-3 yrs experience in financial industry
  • experience with preparing financial plans, data gathering, evaluation, organization, and input.
  • Must possess excellent listening, oral and writing skills, plus the ability to be persuasive and effective to a wide range of customers.
  • Communicating with clients on all their financial situations and objectives.
  • Preparing documentation for client appointments.
  • FINRA Series 6 or 7, 63 and 65, or 66 required

Education:
University - Bachelor`s Degree/3-4 Year Degree




How to Apply:


 
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