Job Description
Investment Operations Associate (Full-Time)
Industry: Financial Planning
Compensation: Annual salary commensurate with experience plus comprehensive benefits package including bonuses (note that salary will be discussed very early in the application process)
Location: Tallahassee, FL, on-site position
Summary of Mandatory Qualifications:
- Bachelor's Degree in finance or related field preferred, but industry experience can be substituted
- At least 1–3 years of experience in investment operations, wealth management, or financial services
- Series 7 certification + Series 63 and 65 or 66 certification
- Ability to work full-time Monday – Friday, 8:00am – 5:00 pm, in our Tallahassee, FL office
- Ability to pass both a background check and drug test
Who we are:
At Southern Wealth, we’re built on trust, not transactions. We take the time to listen and ge...