Wealth Management Ops Specialist - Hybrid (SF)
CMC Recruiting
Our client, a collaborative wealth management firm in San Francisco, seeks a Wealth Management Operations Associate to support both investment and insurance operations. The role starts focused on investment ops, expanding into insurance, with cross-training across all functions and SOP development opportunities. The position offers a hybrid in-office schedule (3-4 days/week after training) and licensing sponsorship (CA Life, Series 7/63/66 if needed). #J-18808-Ljbffr CMC Recruiting
Vacancy posted 12 hours ago
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