About this role
Financial Advisor Operations Specialist at Johnson Financial Group. Location: Madison, Wisconsin, United States. Role: providing support, managing operations, training advisors Requirements: College degree or equivalent experience; SIE and Series licenses within 12 months; strong analytical, project management, CRM and MS Office skills; FINRA/SEC knowledge preferred. Category: Finance Seniority: Entry Level Tools: FMG, Redtail CRM, Microsoft Excel, Microsoft Office Certifications: sie, series 7, series 65, series 66 Commitment: Full Time Workplace: Hybrid Languages: English