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Financial Advisor Financial Consultant

Investment Operations Specialist - Hybrid & Client Service

Job in The Woodlands, Montgomery County, Texas, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A dynamic wealth management firm in The Woodlands, Texas, is seeking an experienced Investment Specialist to support investment operations and client service. The ideal candidate will have a Series 7 license, 3+ years of experience in financial services, and strong client service skills. Responsibilities include preparing investment paperwork, executing trades, creating proposals, and collaborating with advisors.

This role offers a hybrid work schedule with a competitive salary and benefits package.
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