Senior Financial Operations Specialist
4 days ago
Sound Income Academy is seeking a skilled Senior Financial Operations Specialist to join our team. This role requires excellent communication and organizational skills, as well as the ability to think outside the box and multitask.
The estimated salary for this position is $80,000 - $110,000 per year, depending on experience. The successful candidate will be responsible for providing high-level strategic guidance and support to financial advisors, analyzing complex business challenges, and developing tailored solutions to drive practice success and profitability.
Key Responsibilities:
- Provide strategic guidance and support to financial advisors
- Analyze complex business challenges and develop tailored solutions
- Develop and implement critical practice management policies and procedures
- Design and lead advanced training programs
Requirements:
- Bachelor's degree in finance or a related field
- Minimum 3 years of experience in the financial services industry
- Series 65 license required
We Offer:
- A competitive salary range of $80,000 - $110,000 per year
- Opportunities for professional growth and development
- A dynamic and supportive work environment
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