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Director of Operations
1 month ago
At Stache Wealth Management, we value authenticity, sophisticated planning, and fun, while helping our clients align intention with action, and we are looking for a Director of Operations to join us on our mission This role supports our Wealth Management Advisor, who delivers financial security to their clients through a comprehensive planning process that integrates risk and investment products. Specific responsibilities include, but will not be limited to:
Investments & Case Preparation
- Create product proposals, financial plans, illustrations and client annual review materials
- Complete and process account opening paperwork
- Handle account transfers and rollovers
- Process misc. client service requests
Insurance & Client Services Support
- Complete client onboarding
- Prepare Life, LTD, and LTC applications
- Manage the underwriting process, including scheduling medical exams
- Process misc. client service requests
Administrative Support
- Act as the liaison between the network office, home office, financial representatives, and clients
- Manages Wealth Management Advisor’s calendar and confirmation process
- Responsible for updating client data and maintaining client records/files
Qualifications:
(Required)
- Bachelor's degree
- Strong organizational and time management skills with the ability to set priorities and meet deadlines
- Strong attention to detail, accuracy, and reliability with the ability to thrive in a fast-paced environment
- Able to work independently AND as part of a team
- Strong analytical, problem solving, and written and verbal communication skills
- A positive attitude and a desire to learn
(Preferred)
- 2+ years of industry experience
- AZ Life, Accident, & Health Insurance License or required within 3 months of hire
- Investment licensed
Join our team as the Director of Operations, and play a grassroots-level role in shaping the future of Stache Wealth Management