HighTower Advisors - Birmingham, AL
posted 2 months ago
The Assistant Operations Specialist role at Somerset Advisory is an entry-level position designed for individuals looking to start their career in the financial planning industry. This position offers mentorship and hands-on experience, providing a clear pathway to future roles such as paraplanner and advisory positions within the firm. The role involves coordinating schedules for senior advisors, assisting with financial analyses and presentations, and providing operational support to ensure smooth workflows.