Investment Operations Associate

Industry: Financial Planning

Compensation: Annual salary commensurate with experience plus comprehensive benefits package including bonuses (note that salary will be discussed very early in the application process)

Location: Tallahassee, FL, on-site position

Summary of Mandatory Qualifications:

• Bachelor's Degree in finance or related field preferred, but industry experience can be substituted


• At least 1–3 years of experience in investment operations, wealth management, or financial services


• Series 7 certification + Series 63 and 65 or 66 certification


• Ability to work full-time Monday – Friday, 8:00am – 5:00 pm, in our Tallahassee, FL office


• Ability to pass both a background check and drug test

Who we are:

At Southern Wealth, we’re built on trust, not transactions. We take the time to listen and ge...