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Hybrid Investment Ops Associate | Licensing
Job in
Irvine, Orange County, California, 92713, USA
Listed on 2025-12-31
Listing for:
Northwestern Mutual
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial planning services firm is seeking an Investment Operations Associate to manage client investment accounts, ensuring excellent service through detailed communication and problem-solving skills. The candidate should possess a Bachelor's degree and experience in financial services, with certifications such as Series 6 and 63 preferred. The role offers a hybrid work environment, with additional benefits including paid time off, medical plans, and financial training support.
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Position Requirements
10+ Years
work experience
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