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Financial Consultant

Wealth Investment Operations Associate

Job in Westborough, Worcester County, Massachusetts, 01581, USA
Listing for: Lead Advisor
Full Time position
Listed on 2025-12-05
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 70000 - 85000 USD Yearly USD 70000.00 85000.00 YEAR
Job Description & How to Apply Below
A wealth management consulting firm in Westborough is seeking an Investment Operations Specialist with strong analytical and problem-solving skills. The role involves conducting rollover calls, preparing investment proposals, executing trades, and providing comprehensive investment reviews. The ideal candidate must hold SIE, Series 7, and Series 63 licenses, with a minimum of 1 year of investment industry experience. This full-time position offers a competitive salary of $70,000 - $85,000 per year and a comprehensive benefits package.
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Position Requirements
10+ Years work experience
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