Job Title: Operations Specialist (Career Growth Path)

Location:  New York, NY (In-Office)

Compensation:  $85,000 – $110,000 Base Salary + Performance Bonus

The Opportunity

Join a premier, high-growth wealth management firm managing over $1.2 Billion in AUM . We specialize in comprehensive financial planning for physicians  and are one of the fastest-growing branches within the Osaic  network. As we scale at over 30% per year, we are looking for a foundational operations professional who wants to build a long-term career with us.

Long-Term Career Path

We are seeking a candidate who truly enjoys the operations side of wealth management  and intends to stay and grow in this field for several years. This is not a stepping stone to becoming an advisor; it is a ...