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Advisor Platform Operations Specialist

Job in Austin, Travis County, Texas, 78716, USA
Listing for: 49-Financial
Full Time position
Listed on 2026-05-10
Job specializations:
  • Business
    IT Specialist
  • Finance & Banking
    IT Specialist
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
49-Financial in Austin, Texas, is looking for an Operations Specialist to manage day-to-day operations for their advisory platform. The role supports advisors with operational requests, executes onboarding, and maintains operational documentation. Ideal candidates will have 3–5 years of relevant experience and familiarity with custodial platforms like Schwab or Fidelity. Strong organizational skills and attention to detail are essential. They offer medical, dental, vision benefits, and a 401k plan with employer matching.
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