Advisor Operations Specialist — Training, Compliance & Efficiency

A financial services company in Madison, Wisconsin, is seeking an entry-level Financial Advisor Operations Specialist. This role is crucial for ensuring operational excellence, providing support across compliance, operations, and marketing initiatives. Responsibilities include supporting Financial Advisors, managing client requests, and preparing performance reports. The ideal candidate will have a college degree and strong communication, analytical, and project management skills. Licenses required within 12 months, fostering a culture of diversity and inclusion.
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