Investment Operations Associate
$90k - $110kBookman Consulting
Investment Operations Associate (West LA or Calabasas - Hybrid) Must have excellent communication and presentation skills This role will have some hybrid work potential, but must be within commutable distance Series 7 required (unless coming from an RIA – must be willing to get ASAP) Ideally has a clean U4 (no disclosures) Will help service existing book, interact with clients, analyze investment portfolios, make recommendations for client meetings, rebalance portfolios, field client requests, and more Opportunities for growth and development in a number of directions are available Salary likely to be $90k-$110k base + bonus, benefits, PTO, etc #J-18808-Ljbffr Bookman Consulting
Vacancy posted 2 days ago
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