Operations Specialist

At Outcome Private Wealth, we take a different approach to financial planning. Instead of identifying our clients’ highest possible risk tolerance and building a plan from that point, we start with the outcomes they’re looking for: reliable monthly income, vacation home, college tuition, selling a business, etc. Then we look at the potential return needed to get them there. This outcome-focused strategy can allow our clients to enjoy what they have right now while feeling confident in their future.

Why Join Outcome Private Wealth?

We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship.  We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.

Job Overview

We are seeking a highly organized and proactive Operations Specialist to support our practice's daily operations to enhance client engagement and business growth. If you are looking for a position with long-term growth prospects and have the necessary experience, Outcome is the firm for you.

This role is ideal for a detail-oriented professional with strong organizational skills, an interest in financial services, and a process-oriented skill set.

Key Responsibilities

Operations & Administration:

• Process day-to-day office operational tasks to ensure efficiency and smooth workflow.

• Manage client onboarding processes, document preparation, and data entry.

• Coordinate scheduling, meetings, and follow-ups for advisors and clients.

• Maintain compliance with financial regulations and company policies.

• Assist in handling client inquiries and service requests.

Qualifications & Skills:

• Bachelor’s degree in business, finance, or a related field preferred.

• 3+ years of experience in operations, marketing, or administrative roles (financial services experience a plus).

• FINRA Series 7/66 required.

• Strong organizational and multitasking abilities with attention to detail.

• Excellent verbal and written communication skills.

• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and CRM software.

• Ability to work independently and collaboratively in a fast-paced environment.

Why Join Us?

• Opportunity to work in a growing and dynamic financial advisory practice.

• Competitive salary and benefits package.

• Professional development and career growth opportunities.

• A supportive and team-oriented work culture.

If you are a motivated professional looking for a role that combines operations and marketing in the financial services industry, we’d love to hear from you!