| Location | Charleston, South Carolina |
| Website | https://advisortalentsolutions.com/careers/ |
Position: Investment Operations Associate Firm: Curran Financial Partners Location: Charleston, SC Overview: Our growing financial services firm, Curran Financial Partners, in Charleston, SC is seeking to add an Investment Operations Associate to our team! The ideal candidate for this role is detail-oriented, organized, and interested in supporting portfolio management and investment operations within a wealth management environment. The purpose of this position is to support the day-to-day trading and operational functions of the firm, including trade execution, portfolio rebalancing, account maintenance, cash movement processing, and coordination with advisors and custodians. This role plays an important part in ensuring account activity is handled accurately, efficiently, and in accordance with firm policies and compliance requirements. What you’ll do:
What We’re Looking For:
What You’ll Get: Pay & Perks:
Benefits begin after 90 days of employment Schedule:
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process. Learn more about our approach and services at advisortalentsolutions.com |