Wealth Management Client Success & Operations Lead
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Finance & Banking
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Business
Job Description & How to Apply Below
Farther Finance, LLC is seeking a proactive, detail-oriented support lead to back a Managing Director, Wealth Advisor on the Focus Team. You will run daily practice operations, manage client engagements, and ensure smooth execution of money movements, account changes, and follow-ups.
The role requires a Series 65 (or CFP coursework) and Several years in wealth management or advisor support, with solid CRM experience and a client-first mindset.
Our organisation is growing, and we are hiring a Wealth Management Client Success & Operations Lead in OR, United States.
This position is for the Wealth Management Client Success & Operations Lead role at Farther Finance, LLC.
We are seeking a motivated Wealth Management Client Success & Operations Lead to join Farther Finance, LLC in OR, United States.
Consider building your career as a Wealth Management Client Success & Operations Lead at Farther Finance, LLC.
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