Investment Operations Specialist

Location: Charlotte, NC | Hybrid Compensation: $75,000–$85,000 base salary $5,000–$10,000 performance based bonus Licenses: Series 7 required and Series 63 or 66 preferred Experience: 2–5 years within wealth management Our client is a growing wealth management practice dedicated to delivering comprehensive financial planning and investment management services to individuals and families. The team is known for its collaborative culture, commitment to client service, and focus on operational exc…