Westlake RIA looking for Operations Associate
Responsibilities:
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Take on other operation related tasks including but not limited to:
client communication, spreadsheet creation, plan building, etc.
Required
Qualifications:
Bachelor's degree in Business, Finance, or related field Excellent interpersonal and communication skills Strong problem-solving and analytical abilities Familiar with financial products including:
Mutual Funds, Fixed and Variable Annuities, 403b, IRA Qualified and Non-Qualified Accounts, etc.
Proficient in Excel, MS Office.
Salary negotiable based on experience.
Please submit your resume and cover letter to vashanti@wealthsolutionsria.
com.
No phone calls, please.
About Wealth Solutions:
Wealth Solutions is a Registered Investment Advisory firm serving clients primarily in the Texas markets.
We offer Financial Planning, Investment Advisory solutions, and Insurance services to ensure our clients receive a holistic financial service experience.
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Estimated Salary: $20 to $28 per hour based on qualifications.
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