Senior Wealth Ops Associate: Trading & Client Service
Listed on 2026-10-12
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Finance & Banking
Banking & Finance, Financial Sales -
Customer Service/HelpDesk
Banking & Finance
Fortune Financial in Minnesota is seeking a Senior Operations Associate to ensure precise execution of client-related processes, support investment operations, and deliver exceptional client service. You will help manage accounts, process transfers, and coordinate with custodians to keep trading and operations compliant and efficient.
The role requires at least 2+ years in financial services and active Series 7 plus 63/65/66 licenses, with strong organization and communication skills to thrive
We invite applications for the Senior Wealth Ops Associate:
Trading & Client Service position located in Hopkins, MN, United States.
This role, Senior Wealth Ops Associate:
Trading & Client Service at Fortune Financial, could be your next move.
Are you ready to take on the Senior Wealth Ops Associate:
Trading & Client Service role at Fortune Financial?
We would love to welcome a new Senior Wealth Ops Associate:
Trading & Client Service to our group in Hopkins, MN, United States.
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