Wealth Onboarding & Operations Specialist
Listed on 2026-10-14
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Finance & Banking
Finance Assistant, Regulatory Compliance Specialist, Financial Advisor / Consultant -
Business
Finance Assistant, Regulatory Compliance Specialist, Financial Advisor / Consultant
Whitley Penn is seeking an Operations Associate to join the WPWealth team in a full-time, in-office role in Dallas/Fort Worth. You will handle account paperwork, coordinate with custodians, and manage client data in Orion and Wealthbox.
The position requires strong organizational skills, excellent communication, and discretion, with a focus on timely, accurate operations support for advisors and clients.
We would love to welcome a new Wealth Onboarding & Operations Specialist to our team in Town of Texas, WI, United States.
We are seeking a motivated Wealth Onboarding & Operations Specialist to join Whitley Penn in Town of Texas, WI, United States.
Consider building your career as a Wealth Onboarding & Operations Specialist at Whitley Penn.
The Wealth Onboarding & Operations Specialist position in the Finance, Management & Operations field is open for applications.
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