Resources / Jobs / Operations

Investment Operations Specialist

$65,000–$75,000A year

Location: Charlotte, NC | Hybrid Compensation: $75,000–$85,000 base salary + $5,000–$10,000 performance based bonus Licenses: Series 7 required and Series 63 or 66 preferred Experience: 2–5 years within wealth management Our client is a growing wealth management practice dedicated to delivering comprehensive financial… Read the full posting on The Vested Network.

At CMC Recruiting

Employer type: RIACharlotte, NCHybridEmployment type: Full-timeYears of experience: 2Requires: Series 7, Series 63Date posted: Sep 3, 2026Apply by: Nov 1, 2026
Apply by Nov 1, 2026 ↗Originally posted on thevestednetwork.com ↗
No one on Advicer is connected to this yet.