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Wealth Ops Specialist: Advisor Support & Efficiency

Curran Recruiting

Curran Recruiting is seeking a Wealth Management Operations Specialist to provide operational and analytical support to Wealth Advisors and internal teams in Overland Park, KS. The role serves as a primary contact for advisor service requests, operational issues, and data accuracy across custodial and technology platforms. The ideal candidate has 3+ years in financial services operations or custodial relationship management, with experience in an RIA or broker-dealer environment and proficiency #J-18808-Ljbffr Curran Recruiting

Vacancy posted 2 days ago
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