Wealth Management Operations & Executive Assistant

We are seeking a highly organized and detail-oriented Wealth Management Operations & Executive Assistant to support a financial advisory practice serving high-net-worth individuals.

Requirements

• Prior experience or exposure to Fidelity Investments and/or Charles Schwab
• Background in wealth management, financial advisory, or investment operations
• Experience with Salesforce CRM
• Familiarity with financial planning tools (eMoney, MoneyGuidePro, Orion)

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan