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Financial Analyst

Wealth Planning Investment Operations Associate

Job in Boise, Ada County, Idaho, 83708, USA
Listing for: Elevation Wealth Planning
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading financial planning firm is seeking an Investment Operations Associate to support investment management services. The role involves preparing paperwork for accounts, monitoring asset transfers, and executing trades. Candidates should possess a Bachelor's degree in finance or a related field, with up to 4 years of relevant experience. Strong communication and analytical skills are essential, alongside adaptability in a fast-paced environment.

The position offers a salary range of $55,000 to $75,000 plus bonuses, based on expertise.
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Position Requirements
10+ Years work experience
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