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Investment Operations Associate at Drive Wealth Advisers

Lehi, UT | Full Time
$73k-96k (estimate)
3 Months Ago
Drive Wealth Advisers is an established Registered Investment Advisory (RIA) firm looking to hire an Investment Operations Associate to support our trading and investment operations team. This role is essential to maintaining accurate client account performance, transaction reporting, and trading execution. This is an excellent growth opportunity for an individual passionate about finance, with future potential to gain hands-on experience with Mu...

Client Service Associate at Drive Wealth Advisers

Lehi, UT | Full Time
$51k-66k (estimate)
3 Months Ago
Job Summary. Drive Wealth Advisers is seeking a dedicated and professional Client Service Associate to support our team in delivering outstanding service to our valued clients. This role is essential to creating a welcoming and efficient experience for clients and involves various administrative and client service tasks to support our advisers. Key Responsibilities. Assist our financial advisors in onboarding new clients by preparing account open...
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