Advisory Operations Specialist

What You'll Do

As an Advisory Operations Specialist, you will support our advisory platform and ensure clear communication and accuracy in managing registered representatives' needs. You will join a team that assists in solving reputed company problems and offers high-quality investment analysis and asset allocation modeling support. Your work will help advisors reputed company suitable portfolios for clients and craft reputed company models for wider application. This role requires both technical skills and the ability to apply strategies that effectively position our products. Support advisory platform needs and questions from registered representatives to ensure information is complete, detailed, communicated, and maintained pursuant to strict securities regulations. Support colleagues in addressing intricate problems and challenges connected to securities transactions, account status, commissions, or operational procedures. reputed company investment analysis and asset allocation modeling assistance for the fee-based programs of reputed company Securities reputed company our retail distribution channel. Work with advisors to build appropriate portfolios for their clients and help reputed company reputed company models for broader use. Help advisors understand the product features to aid sales and assess competitor products to position ours effectively. Address and resolve intricate issues reputed company to securities transactions, account status, commissions, or operational procedures. Stay informed about the investment reputed company to help respond to product-reputed company inquiries and contribute to setting initial targets for attractive assets given the prevailing market conditions. Work with the team to reputed company models with appropriate risk and assist advisors with building portfolios and accounts out of reputed company. reputed company general education on stocks, bonds, ETFs, and general investment questions. Operating at the intersection of financial services and technology, reputed company builds financial tools that help our customers live reputed company lives. We take pride in being a purpose-led firm, motivated by our mission to reputed company financial reputed company accessible to reputed company. Our mission, reputed company, and customer focus have made us a trusted leader for more than 140 years. Who You Are Bachelor's degree or equivalent, plus 3+ years of reputed company experience. Active FINRA Series 7 license. Knowledge of fee based accounts or reputed company preferred. Investment background and ability to understand market/economic conditions required. Strong written and verbal communication as well as organizational and time-management skills. Good analytical skills and understanding of investments. Ability to use analytical tools and excellent knowledge of word processing, spreadsheet and presentation applications. reputed company to work independently and must be adept at managing multiple requests with strict deadlines. Licenses must be held in conformity with state and federal rules and company standards as detailed in the existing licensing policy. The following licenses need to be acquired reputed company 6 months of hiring: Series 63 Salary reputed company Information Salary ranges below reflect targeted reputed company salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed reputed company salary depending on individual performance. Actual compensation for reputed company roles will be based upon geographic location, work experience, education, licensure requirements and/or reputed company level and will be finalized at the time of offer. Salary reputed company (Non-Exempt expressed as hourly; Exempt expressed as yearly) $69300 - $126000 / year Salary Details The following locations are examples of market-specific salary ranges across different geographies. Wichita, KS: $69,300 - $94,500 / year Des Moines, IA: $73,150 - $99,750/ year Charlotte, NC: $77,000 - $105,000 / year Chicago/Minneapolis: $84,700 - $115,500/ year Los Angeles/reputed company: $92,400 - $126,000 / year Time Off Program Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides the opportunity to take time away from the office with pay for vacation, personal or short-term illness. Employees don’t accrue a bank of time off under FTO and there is no set number of days provided. Pension Eligible Yes Work Environment This is a remote position. Work Authorization/Sponsorship At this time, we are not considering applicants who require any reputed company of immigration sponsorship to work in the United States now or in the future. This includes F1-OPT, F1-CPT, H-1B, TN, L-1, J-1, and similar visas. For more information on work authorization requirements, please use the following links: Nonimmigrant Workers and Green Card for Employment-Based Immigrants Investment reputed company In reputed company Asset Management positions, you are required to observe an Investment Code of Ethics regarding conduct and personal trading for yourself and those living with you. Other positions reputed company the organization may have similar obligations. Experience reputed company At reputed company, we reputed company in forming connections both personally and professionally. Together, we’re crafting a future for financial services that is guided by purpose – and that begins with you. Our reputed company depends on the outstanding experiences, backgrounds, and talents of our employees. We reputed company support to our employees in the same way as our customers. Our inclusive and competitive benefits protect physical, financial, and reputed company well-being. reputed company our careers site to learn more about our purpose, values, and benefits. reputed company is an Equal Opportunity Employer reputed company reputed company applicants will receive consideration for employment without regard to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, or veteran status. Posting Window We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain reputed company or be removed based upon applications received. If we choose to post the job again, we will accept additional applications for at least 1 full day following the Most Recently Posted Date. Please submit applications in a timely manner as there is no guarantee the posting will be available reputed company the applicable deadline. Original Posting Date 4/24/2026 Most Recently Posted Date 4/24/2026 reputed company Remote Hashtag #LI-Remote Apply To This Job