Assistant Operations Specialist - Somerset Advisory
HighTower Advisors•Beaufort, SC
383d
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About The Position
The Assistant Operations Specialist role at Somerset Advisory is an entry-level position aimed at individuals eager to learn and grow within the financial planning industry. This position offers mentorship and hands-on experience, providing a clear pathway to future roles such as paraplanner and advisor. The role involves coordinating schedules, assisting with financial analyses, and supporting the operations team to ensure efficient workflows.
