Wealth Operations Specialist
Signal AdvisorsDetroit, Michigan, United States
Posted December 30, 2025
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Full Time
About the Company
Signal Advisors is a mission-driven company solving the retirement crisis by bringing new technologies, comprehensive services, and an inspired vision to financial advisors.
Job Description
Signal Advisors is on a mission to solve the retirement crisis. We are looking for a Wealth Operations Specialist to support our wealth management business by ensuring the day-to-day servicing work gets done accurately, on time, and compliantly.
Requirements
- Direct experience navigating Fidelity and Schwab advisor platforms
- Professional experience with Orion and Salesforce
- Proven track record in wealth management operations or account services
- Attention to detail and ability to work with complex financial paperwork and digital workflows
- Strong aptitude for customer service and meeting SLAs
Benefits
- Medical, vision, and dental coverage
- FSA or HSA-eligible health plans
- 3% 401k company contribution with no vesting period
- Paid parental leave for all parents
- Learning & Development stipend
- Wellness Programs
- Flexible vacation policy
- Dedicated sick days
- 10 company-wide holidays
- $500 for your home office setup
- Flexible, hybrid working environment
- Annual all-company retreat
- Competitive equity package
