Operations Associate

At Barnum Financial Group’s Goldman Wealth Advisory Team, we help individuals, families, and business owners make confident financial decisions through personalized planning and advice. We believe strong relationships are at the heart of great financial planning, and we take pride in helping our clients navigate important financial decisions while working toward their long-term goals.

As the team continues to grow, we're looking for a highly organized and proactive professional to help drive the initiatives that support our clients, advisors, and business. In this role, you'll take ownership of projects that enhance operations, improve client experiences, strengthen our marketing presence, and help the team execute on key business objectives. You'll have the opportunity to work across a variety of initiatives while making a visible impact on the team and the clients we serve.

What You'll Own

• Manage and coordinate multiple projects and business initiatives from concept to completion
• Track timelines, deliverables, and priorities to ensure successful execution
• Improve and document processes to create efficiencies across the practice
• Support and maintain CRM and related technology tools
• Assist with marketing initiatives, including website updates, social media, presentations, and client communications
• Leverage AI tools to enhance productivity, content development, and business operations
• Create professional PowerPoint presentations, reports, and project documentation
• Collaborate with advisors and team members to support strategic growth initiatives and client experience enhancements

What You'll Bring

• 3 years of professional business experience
• Project management, project coordination, or operations experience
• Experience within financial services industry a plus
• Strong organizational skills with the ability to manage multiple priorities and deadlines
• Exceptional attention to detail and follow-through
• Proficiency in Microsoft Office, especially PowerPoint
• Experience with CRMs a plus
• Proficiency with AI-powered productivity tools a plus
• A process-oriented mindset and desire to continuously improve how work gets done
• Self-starter mentality with the ability to work independently
• Positive attitude, strong communication skills, and a collaborative team-first approach

This is an opportunity to take on meaningful work and play an active role in the growth of our team. If you enjoy bringing ideas to life, creating structure, and seeing projects through from start to finish, you'll have the opportunity to make a real impact while working alongside a collaborative and experienced team.

This role is based in our Shelton, CT office. We value in-person collaboration and learning, so the first six months are spent working alongside the team in the office. Following that period, employees who are performing well may have the opportunity to transition to a hybrid schedule.

*This role is hired directly by the financial services representative

CRN202910-12224918

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Paid training
• Retirement plan
• Vision insurance

Ability to Commute:

• Shelton, CT 06484 (Required)

Work Location: Hybrid remote in Shelton, CT 06484

Salary : $50,000 - $75,000