Advisor Operations Associate

About Gladstone Wealth Partners

Gladstone Wealth Partners was founded in 2012 and launched its RIA in 2015. It has expanded to now oversee more than $13 billion in assets under management, led by their leadership team consisting of Robert Hudson, Richard Frick, Keith Brothers, Kristopher Bonocore and Phil Marchetti. As one of the fastest growing hybrid RIAs in the wealth management industry, Gladstone is known for assisting advisors as they set up and establish their own independent advisory practice. This includes helping advisors better serve their clients, run their businesses more profitably, grow faster and enhance their enterprise value. Gladstone is based in Boca Raton, Florida.

Job Summary

The Advisor Operations Associate will play a crucial role in supporting the growth of our advisor teams. As our advisor base has grown tremendously, this position is essential to ensure smooth operations and efficient support for our advisors. The ideal candidate will assist with various operational tasks, provide exceptional support to advisors, and contribute to the overall success of our organization.

Primary Responsibilities

• Assist advisors with operational questions, escalating as needed.
  
• Portfolio system data entry and review.
  
• Assisting advisors with custodial relationships.
  
• Assist with branch & advisor registrations.
  
• Miscellaneous projects.
  

Primary Skills & Requirements

• Strong communication skills: Ability to communicate effectively with advisors and team members.
  
• Detail-oriented: Keen attention to detail to ensure accuracy in data entry and review tasks.
  
• Problem-solving abilities: Capable of identifying issues and providing solutions or escalating as necessary.
  
• Organizational skills: Ability to manage multiple tasks and projects efficiently.
  
• Knowledge of financial services: Familiarity with financial services and custodial relationships is preferred.
  
• Team player: Willingness to collaborate with team members and contribute to a positive work environment.
  

About Integrity

Integrity is one of the nation's leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.

Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you'll love, and we'll love you back. We're proud of the work we do and the culture we've built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.


Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are - in person, over the phone or online. Integrity's employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.