Operations Specialist - Direct Business
November 18
Description
• Responsible for execution of day-to-day operations of the firm • Assist in the processing of annuity, insurance, 529, 401(k), and alternative investment items • Provide support to financial professionals and clients
Requirements
• Bachelor’s Degree or relevant industry experience required • FINRA Licensed 7, 66 or 63 (or willingness to attain) preferred
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