Financial Operations Specialist

Special Operations Team Member We’re hiring a Special Operations Team Member on behalf of our client—a growing wealth management firm in Dayton, OH. Licenses: Hold active Series 65 or be willing to obtain. (Recent graduates are welcome to apply) Why this role? Deliver unreasonable hospitality to clients every day Lead operational processes: account openings, money movement, maintenance Maintain calendar awareness and help manage team scheduling and follow-ups Partner with advisors and serve as client advocate with custodians Join a collaborative, ego‑free team that values service and growth What you bring? Insurance & securities licenses (must have or be willing to obtain Series 65, SIE, and Life & Health) Strong organizational and client-service skills Proficiency with CRMs (Wealthbox experience a plus) Employer‑paid health benefits (employee‑only coverage) Weekly catered team lunches Fridays end at noon—start your weekend early! Cell phone reimbursement Gym reimbursement for healthy living Ready to make an impact? Apply today to join a firm where clients come first, and teamwork drives success. Seniority level Associate Employment type Full‑time Job function Finance Industries Financial Services and Investment Management #J-18808-Ljbffr The Well