Professional Planning and Operations Associate – 834989



Job #: 834989
Salary: Commensurate
Industry: Financial
Type:Direct Hire
Location: Madison, WI
Category: Professional/Technical Positions



Description / Qualifications

One of our favorite finance clients is looking for a skilled and professional planning and operations associate.

Job Responsibilities:

  • Processing of daily investment business utilizing the Pershing/NetEx360 platform
  • Compiling proposals and trading on the Envestnet Advisory platform
  • Preparing financial plans for our clients, and preparing reports and materials for client meetings

Job Requirements:

  • Strong organization skills and a keen attention to detail
  • Series 7 and 63 needed and Wisconsin Life/Accident/Health & LTC insurance licenses (preferred)
  • Must be team player and a self starter

This is a great company and growing! Call a recruiter today for more information at 608-257-2411, or apply online!

Pay is commensurate!

Job #: 834989