Wealth Operations Associate — Client Onboarding
Job in
Virginia Beach, Virginia, 23450, USA
Listed on 2026-01-19
Listing for:
Clarke Financial Management
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A wealth management firm in Virginia Beach is seeking an Investment Operations professional. This role involves preparing investment account applications, facilitating client communications, and collaborating with the team. The ideal candidate has 1-3 years of experience in wealth management, a Bachelor’s degree, and strong communication skills. CFM offers a competitive salary ranging from $50,000 to $75,000, along with a comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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