Wealth Management Specialist

Job Description

Job Description

Elevate your career in a dynamic investment services environment where your expertise supports financial advisors through complex operational changes and high-stakes transactions. Join a collaborative team driving innovation, compliance, and efficiency across cutting-edge clearing and reporting platform!

Wealth Management Specialist

Location Coppell, TX | Hybrid — Must reside in the Dallas/Fort Worth area

Compensation & Schedule

• $28.38/hr

• Monday–Friday | 8-hour shift between 7:00 AM–6:30 PM | Overtime may be required

ROLE IMPACT: This Investment Operations Specialist role supports high-volume investment advisor operations during a critical clearing platform conversion and beyond. The position ensures seamless execution of complex securities transactions, regulatory documentation compliance, and advisor-facing reporting processes. Your work will directly contribute to the efficiency, accuracy, and client satisfaction of a leading financial services platform.

KEY RESPONSIBILITIES

• Serve as a primary point of contact for financial advisors, providing advanced operational support during a clearing platform transition.

• Provide escalation support on securities transactions, account maintenance, portfolio performance reporting, and platform functionality.

• Review and process complex documentation to ensure accuracy and adherence to compliance standards.

• Guide advisors on investment product procedures, performance reporting tools, and operational workflows.

• Troubleshoot multi-system operational issues and collaborate with cross-functional teams to resolve advisor inquiries.

MINIMUM QUALIFICATIONS

• 3+ years of experience in investment services operations, performance analytics support, or advisor client services (e.g., broker-dealer, investment manager, clearing firm, or fintech wealth platform) required.

• In-depth knowledge of securities operations, account transactions, and compliance-driven documentation review.

• Strong analytical, risk management, and problem-solving skills in high-stakes financial environments.

• Bachelor’s degree strongly preferred.

CORE TOOLS & SYSTEMS

• CRM systems

• Clearing platforms

• Portfolio reporting tools (e.g., Bloomberg, FactSet, Zephyr Style Advisor)

PREFERRED SKILLS

• FINRA Series 6, 63, or 7 license (or willingness to obtain)

• Experience supporting advisor-facing technology enhancements and process improvements

• Exposure to fintech wealth platforms and investment technology solutions

APPLICATION REQUIREMENTS

• Background and credit check

• Fingerprinting

• Professional references

• Phone interview and clerical testing

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CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.

CornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!

Company Description

CornerStone Staffing has been servicing the Dallas-Fort Worth metroplex since 1991. We are committed to supporting our community through our core values of compassion, integrity, self discipline, and faith.\r\n\r\nCornerStone currently has 11 offices across the Metroplex to serve your needs. If you are a job seeker looking for short-term supplemental income or a full-time position that will launch a new career, we can assist you in finding the right opportunity!