advisor groupScottsdale, AZ
Investment Specialist
Investment Specialist
Investment Specialist
advisor groupScottsdale, AZ
today
Financial Specialists, All OtherSecurities, Commodities, and Financial Services Sales AgentsFinancial and Investment Analysts
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesInvestment Banking and Securities Intermediation
Apply for this role (opens in a new tab)Osaic Investment Advisory (IWS) Operations Specialist is a full-time, hybrid role based at our Scottsdale hub, with 4+ days in-office weekly. The role supports advisors and clients via phone and system navigation across Envestnet (WMP) and Wealthscape platforms. Ideal candidates have 2+ years in financial services operations, strong communication skills, and proficiency with Word, Excel and PowerPoint. Bachelor's preferred, high school diploma acceptable with experience.
Also on the board Same function, level within a rung
Level
Junior
Location
Scottsdale, AZ
Occupation
Financial Specialists, All Other
Industry
Portfolio Management and Investment Advice
Posted
today