Financial Operations Specialist

6 days ago


Los Angeles, California, United States Fortify Capital Full time
Job Overview

We are seeking a highly skilled Financial Operations Specialist to join our team at Fortify Capital. The ideal candidate will have 5+ years of experience in financial operations, including trades, tax loss harvesting, and servicing a book of business.

This role offers a competitive salary of $85,000 - $110,000 per year, commensurate with experience, as well as a hybrid work environment requiring 2+ days a week in office. We also offer a sizable bonus opportunity commensurate with outcomes, profit-sharing plan, and employer-sponsored licensing and professional development opportunities.

As a key member of our team, you will assist Michael Waxberg, one of Los Angeles' top private wealth advisors, by providing comprehensive client and operational support.



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