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Financial Advisor

Investment Operations Specialist | Hybrid Wealth Management

Job in The Woodlands, Montgomery County, Texas, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Advisor
Salary/Wage Range or Industry Benchmark: 85000 - 105000 USD Yearly USD 85000.00 105000.00 YEAR
Job Description & How to Apply Below
A wealth management firm is seeking an Investment Specialist to support investment operations and client service. The ideal candidate will prepare investment account documentation, maintain client records, and collaborate with advisors on strategies. Applicants should have a Series 7 license, strong client service skills, and 3+ years of experience in financial services. This hybrid position offers a competitive salary between $85K and $105K with bonuses and benefits.
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