Operations Associate
StratosUtah, United States
Posted October 1, 2025
55000 - 85000 USD
Full Time
About the Company
Outcome Private Wealth is a financial advisory practice that takes a team approach to providing financial planning services.
Job Description
Outcome Private Wealth is seeking an Operations Associate to support its daily operations and enhance client engagement and business growth. The role involves processing office tasks, managing client onboarding, and maintaining compliance with financial regulations.
Requirements
- Bachelor's degree in business, finance, or a related field
- 3+ years of experience in operations, marketing, or administrative roles
- FINRA Series 7/66 certification
Benefits
- Competitive salary
- Benefits package
