Wealth Ops Specialist: Advisor Support & Efficiency
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Curran Recruiting is seeking a Wealth Management Operations Specialist to provide operational and analytical support to Wealth Advisors and internal teams in Overland Park, KS. The role serves as a primary contact for advisor service requests, operational issues, and data accuracy across custodial and technology platforms.
The ideal candidate has 3+ years in financial services operations or custodial relationship management, with experience in an RIA or broker-dealer environment and proficiency
Step into the Wealth Ops Specialist:
Advisor Support & Efficiency role at Curran Recruiting in Overland Park, KS, United States and grow with us.
This is a great opening to take on the Wealth Ops Specialist:
Advisor Support & Efficiency role at Curran Recruiting.
As a Wealth Ops Specialist:
Advisor Support & Efficiency, you will play an important part at Curran Recruiting in Overland Park, KS, United States.
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