About this role
Financial Advisor Operations Specialist at Overview. Location: Madison, Wisconsin, United States. Role: supporting advisors, managing operations, preparing reports Requirements: College degree required; SIE/Series licenses within 12 months; strong analytical, project management, CRM and Excel skills; FINRA/SEC experience preferred; ability to support advisors and maintain compliance. Category: Finance and Accounting Seniority: No Prior Experience Required Tools: Microsoft Excel, Microsoft Office, FMG, Redtail CRM Commitment: Full Time Workplace: Onsite Languages: English