Operations Specialist
Geometric Wealth Advisors
Geometric Wealth Advisors, LLC seeks an Operations Specialist to support client service and core workflows across the firm. You will work with Financial Planners and Wealth Advisors to manage onboarding, client records in PractiFi, and CRM workflow creation. The role emphasizes reliability, organization, and strong communication, with opportunities to grow into senior roles or CFP-related tracks. This is a full-time, remote position serving clients nationwide. #J-18808-Ljbffr
Vacancy posted more than 2 months ago
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