Wealth Operations & Investment Specialist
Job in
City of Rochester, Rochester, Monroe County, New York, 14602, USA
Listed on 2026-03-01
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A fast-growing wealth management firm is looking for an Operations Specialist in Rochester, NY, responsible for day-to-day investment and insurance operations. The ideal candidate must have strong attention to detail and be skilled in account opening and maintenance. This role demands excellent communication skills, organizational abilities, and licensure in SIE, Series 63, and Series
7. Candidates should thrive in a fast-paced environment and demonstrate a commitment to helping clients achieve their financial planning success.
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