Wealth Operations Specialist: Trading & Portfolio Support
Job in
Kennewick, Benton County, Washington, 99536, USA
Listed on 2026-08-12
Listing for:
Petersen-Hastings
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Petersen Hastings Wealth Advisors is seeking an Investment Operations Specialist to join our close-knit wealth management team. The role involves executing securities transactions, maintaining asset allocation targets, preparing financial reports, and supporting portfolio strategies for new and existing clients.
Ideal candidates have 2–5 years in investment operations, a bachelor’s degree in a related field, and a Series 65 license preferred.
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