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Operations Specialist

Company: NPAworldwide Recruitment Network
Location: Nashville
Posted on: November 22, 2021

Job Description:


Job #: 33577 Title: Operations Specialist Job Location: Nashville, Tennessee - United States Employment Type: Salary: contact recruiter for details 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
          University - Bachelor`s Degree/3-4 Year Degree

Keywords: NPAworldwide Recruitment Network, Nashville , Operations Specialist, Other , Nashville, Tennessee

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