What are the responsibilities and job description for the Financial Operations Specialist position at The Well?
We’re hiring a Special Operations Team Member on behalf of our client—a growing wealth management firm in Dayton, OH.
Licenses: Hold active Series 65 OR be willing to obtain.
(Recent graduates are welcome to apply)
Why this role?
- Deliver unreasonable hospitality to clients every day
- Lead operational processes: account openings, money movement, maintenance
- Maintain calendar awareness and help manage team scheduling and follow-ups
- Partner with advisors and serve as client advocate with custodians
- Join a collaborative, ego-free team that values service and growth
What you bring:
- Insurance & securities licenses (Must have or be willing to obtain Series 65, SIE, and Life & Health)
- Strong organizational and client-service skills
- Proficiency with CRMs (Wealthbox experience a plus)
Perks & Benefits:
- Employer-paid health benefits (employee-only coverage)
- Weekly catered team lunches
- Fridays end at noon—start your weekend early!
- Cell phone reimbursement
- Gym reimbursement for healthy living
Ready to make an impact? Apply today to join a firm where clients come first, and teamwork drives success.