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Investment Operations Specialist - Wealth Management
Job in
Tallahassee, Franklin County, Florida, 32318, USA
Listed on 2026-05-19
Listing for:
Southern Wealth
Full Time
position Listed on 2026-05-19
Job specializations:
-
Finance & Banking
Investment Banking, Wealth Management
Job Description & How to Apply Below
Southern Wealth in Tallahassee, FL is seeking an Investment Operations Associate for a full-time role. Responsibilities include supporting trade execution, managing investment client onboarding, and ensuring operational integrity of investment platforms. Ideal candidates will possess a Bachelor's Degree in finance or a related field, relevant experience in investment operations, and Series 7, 63, and 65 or 66 certifications. A comprehensive benefits package, including bonuses and disability insurance, is offered along with a collaborative work environment.
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