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Wealth Management

Lead Operations CSA - Wealth Management

Job in Avon, Lorain County, Ohio, 44011, USA
Listing for: H Cap Connect, LLC
Full Time position
Listed on 2026-03-07
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 70000 - 95000 USD Yearly USD 70000.00 95000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Avon, Ohio, is looking for a Licensed Client Service Associate to lead operations and enhance client experience. The role includes executing trades, managing accounts, ensuring compliance, and supporting tax workflows. The ideal candidate has over 3 years of experience in wealth management and possesses Series 7 or Series 66 licenses. This dynamic firm offers competitive compensation and a chance to step into true operational leadership.
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