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Wealth Management Operations Jobs (NOW HIRING)

LEGACY WEALTH GROUP LLC

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Wealth Management Operations Assistant

Las Vegas, NV · On-site

Our core mission is to help each of our clients achieve long-term financial security and peace of mind through tax efficient wealth management. We take pride in our success and achievements as a team ...

LEGACY WEALTH GROUP LLC

Be Seen First

Wealth Management Operations Assistant

Las Vegas, NV · On-site

Our core mission is to help each of our clients achieve long-term financial security and peace of mind through tax efficient wealth management. We take pride in our success and achievements as a team ...

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How much do wealth management operations jobs pay per hour?

As of Jun 7, 2026, the average hourly pay for wealth management operations in the United States is $26.24, according to ZipRecruiter salary data. Most workers in this role earn between $17.79 and $30.29 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Wealth Management Operations position, and why are they important?

To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.

What are the typical daily responsibilities of someone working in Wealth Management Operations?

In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.

What is a Wealth Management Operations job?

A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

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Wealth Management Operations jobs near you
Wealth Management Operations Principal

Wealth Management Operations Principal

FBL Financial Group

West Des Moines, IA • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Wealth Management Operations Principal
Do you pay great attention to detail, and have strong organizational and time management skills? Are you a team player with a positive "can-do" attitude? Do you have strong customer service skills and experience in the Broker/Dealer industry? If so, this Wealth Management Operations Principal opportunity on our Wealth Management team could be a great fit for you!
Who We Are: With Farm Bureau Financial Services, our client/members can feel confident knowing their family, home, cars, and other property are protected. We value a culture where integrity, teamwork, passion, service, leadership, and accountability are at the heart of every decision we make and every action we take. We're proud of our more than 80-year commitment to protecting the livelihoods and futures of our client/members and creating an atmosphere where our employees thrive.
What You'll Do: As an Operations Specialist - Wealth Management, you will partner with Agent Registered Representatives and Investment Advisor Representatives to help grow their businesses. This role is also a registered principal with additional responsibilities to assist with overseeing operational and trading activities. You will:
  • Respond to and resolve Agent Registered Representatives and Investment Advisor Representatives requests via phone and email according to Farm Bureau policies and clearing firm guidelines in a prompt and efficient way.
  • Review new account applications and any included business ensuring all business, compliance and regulatory requirements are met.
  • Perform mutual fund and annuity business suitability review and delivery to product companies - including change of dealer requests.
  • Provide onboarding of field support to Wealth Management Advisors with operational processes and technology platforms.
  • Cross train in areas such as new advisor onboarding, financial planning review, direct business, and sales support.

What It Takes to Join Our Team:
  • Two years of relevant experience and previous experience with a broker dealer required.
  • Series 7 required.
  • Series 24 required within 6 months of being hired.
  • Series 53 and Series 65/66 preferred.
  • Strong analytical, problem solving, and training skills are required.
  • Must be able to work 8:00am-4:30pm Monday - Friday from our office in West Des Moines, IA.

What We Offer You: When you're on our team, you get more than a great paycheck. You'll hear about career development and educational opportunities. We offer an enhanced 401K with a match, low-cost health, dental, and vision benefits, and life and disability insurance options. We also offer paid time off, including holidays and volunteer time, and teams who know how to have fun. Add to that an onsite wellness facility with fitness classes and programs, a daycare center, a cafeteria, and even an onsite medical clinic. Farm Bureau....where the grass really IS greener!
If you're interested in joining a company that appreciates its employees, provides growth and professional development opportunities, and offers great benefits, we invite you to apply today!
Work Authorization/Sponsorship: At this time, we are not considering candidates that need any type of immigration sponsorship now or in the future, such as additional or permanent work authorization. Applicants must be currently authorized to work in the United States on a full-time, permanent basis. We are not able to sponsor now or in the future, or take over sponsorship of, an employment visa or work authorization for this role. For example, we are not considering candidates with OPT status.

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