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Investment Operations Associate
Southern Wealth
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Tallahassee, Florida, United States
Location
Tallahassee, Florida
Posted
May 16, 2026
Commute
Local Area
Local Opportunity Near You!
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Investment Operations Associate (Full-Time)
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 1β3 yearsΒ 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 β Friday, 8:00am β 5:00 pm, in our Tallahassee, FL office
- Ability to pass both a background check and drug test
Who we are:
At Southern Wealth, weβre built on trust, not transactions. We take the time to listen and ge...