Investment Advisory Operations Specialist
La Vista, Sarpy County, Nebraska, 68128, USA
Listed on 2026-10-07
-
Business
Financial Advisor / Consultant -
Finance & Banking
Financial Advisor / Consultant
Osaic is seeking an Investment Advisory (IWS) Operations Specialist to support our advisors, clients, and team members with operational and service activities for qualifying advisory accounts (WMP) via phone and cross-functional collaboration.
You will work within our IWS Support team to respond to customer needs, navigate Envestnet/WMP and Wealthscape platforms, and ensure accurate, high-quality service across all interactions.
We are looking to fill the Investment Advisory Operations Specialist
- Hybrid Role position at Osaic in La Vista, NE, United States.
As a Investment Advisory Operations Specialist
- Hybrid Role, you will play an important part at Osaic in La Vista, NE, United States.
We invite applications for the Investment Advisory Operations Specialist
- Hybrid Role position located in La Vista, NE, United States.
The following position is for a Investment Advisory Operations Specialist
- Hybrid Role with Osaic.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).