Top 8 Advisor operations specialist Jobs in Wyoming

Advisor Operations Specialist
Frontier Asset Management —Sheridan, WY
- From $50,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
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Senior Policy and Planning Advisor 2026-01395
State of Wyoming —Cheyenne, WY
- $10,112.26 - $11,235.46 a month
- Full-time
- 11+ years
- Office
- Travel
- Wellness program
- Health savings account
Field Specialist - Managed Pressure Drilling
Weatherford —Casper, WY
- Full-time
- Customer service
- Writing skills
- Basic math
Commissioning Project Manager, BESS
SOLV Energy, LLC —Cheyenne, WY
- $110,632 - $138,290 a year
- Weekends as needed
- Hybrid work
- Construction site
- 5 years
- Engineering
- Paid holidays
- Disability insurance
Quick Apply
4d
Commissioning Project Manager, HV
SOLV Energy, LLC —Cheyenne, WY
- $110,632 - $138,290 a year
- Weekends as needed
- Hybrid work
- Construction site
- 5 years
- Engineering
- Paid holidays
- Disability insurance
Quick Apply
4d
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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advisor operations specialist jobs near wyoming

Advisor Operations Specialist

Frontier Asset Management
Sheridan, WY

Quick Apply

Job Details

Full-time
From $50,000 a year

Benefits

Paid holidays
Health insurance
Dental insurance
Paid time off
401(k) 4% Match
Vision insurance
401(k) matching
Life insurance

Qualifications

Opening bank accounts
Managing customer accounts
Investment advisory support
Financial services customer support
Customer relationship building
Email customer support
Account maintenance
Financial transaction processing
Phone communication
Investment operations
Mid-level
Managing clients in a customer support role
Bachelor's degree
Task prioritization
Investment account customer support
Financial services
Handling account queries
Cross-functional collaboration
Business
Account management
Communication skills
Cross-functional communication
Office phone management

Full Job Description

The Advisor Operations Specialist serves as the primary point of contact for financial advisors, acting as a liaison between advisors and custodians to support daily transactions and account maintenance. This role combines operational precision with relationship management — handling advisor requests, processing account activity, and coordinating across internal teams to ensure accurate and timely service. The ideal candidate is a strong communicator who can prioritize effectively, manage multiple responsibilities, and thrive in a fast-paced environment.

KEY RESPONSIBILITIES

Advisor Relationships

Serve as the primary point of contact for advisors, providing administrative and operational support
Build and maintain strong, positive advisor relationships through responsive and professional service
Handle advisor requests by phone and email accurately and in a timely manner
Open and service client accounts, process cashiering items, and complete account maintenance tasks
Navigate internal systems effectively to gather and manage information

Internal Collaboration

Partner with Regional Sales Consultants to support existing advisor relationships and onboard new investment advisors
Communicate daily with the trading team to ensure advisor requests are executed accurately and promptly
Serve as a key liaison between advisors and the trading department

Operational Support

Provide backup receptionist support, including handling incoming calls
Assist and provide coverage for other Account Managers as needed
Contribute to a team environment focused on shared goals, cross-coverage, and consistent service quality

SCOPE & EXPECTATIONS

This role manages advisor relationships and routine operational requests independently, requiring strong judgment, organization, and the ability to prioritize competing demands. Success depends on close collaboration with fellow Account Managers, the trading team, Regional Sales Consultants, and other internal departments. Team members are expected to provide cross-coverage, communicate proactively, and maintain a polished, service-oriented presence in all advisor and internal interactions.

EXPERIENCE & QUALIFICATIONS

Required

Ability to manage multiple responsibilities in a fast-paced environment
Strong attention to detail and commitment to accuracy
Reliable, with a client-first mindset and professional demeanor
Clear written and verbal communication skills

Preferred

Bachelor's degree or business-related field
Ability to obtain industry licenses, including the Securities Industry Essentials (SIE) Exam and Series 65
Prior experience in financial services, client servicing, or operations

COMPENSATION & BENEFITS

Starting at $50,000, commensurate with experience.
Minimum of 4 weeks of earned Paid Time Off
Paid Holidays
Health, Dental, Vision, and Life Insurance
401(k) with 4% employer match plus up to 4% discretionary contribution
Potential for an annual bonus

Quick Apply

Refine Your Search

advisor operations specialist jobs in wyoming

Advisor Operations Specialist

Senior Policy and Planning Advisor 2026-01395

Field Specialist - Managed Pressure Drilling

Commissioning Project Manager, BESS

Commissioning Project Manager, HV

Relationship Manager – Private Wealth & Tax Solutions

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