Top 180 course operations specialist Jobs in remote

Associate Wealth Advisor
Perigon Wealth Management —Remote
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- Full-time
- Hybrid work
- Microsoft Excel
- CPA
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- Health insurance
- Dental insurance
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Vital Care Infusion Services —Remote
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Digital Creative Associate
Anchor Corps —Remote
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Career Certified —Remote
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Traveling Leasing Specialist
Student Quarters —Remote
- $50,000 - $60,000 a year
- Online Application
- Mid-level
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- 1 year
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Associate, Learning Services
Cogstate —Remote
- $60,000 - $75,000 a year
- Full-time
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- Mid-level
- 3 years
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Training and Content Specialist
Striim, Inc. —Remote
- $100,000 - $105,000 a year
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Content Management Training Specialist
COLSA Corporation —Remote
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Field Project Manager - Traffic Incident Management Specialist
Parsons —Remote
- $49.76 - $87.07 an hour
- Microsoft Outlook
- 5 years
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Member Coordinator PM Pacific Time Zone
Pacific Health Group —Remote
- $21 - $24 an hour
- Full-time
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- Mid-level
- Administrative experience
- Organizational skills
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Survey Research Specialist I
Decision Information Resources Inc —Remote
- $56,925 - $65,464 a year
- Full-time
- Remote
- Microsoft Excel
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- 1 year
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Claims Resolution Specialist
Claritev —Remote
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Contracts Specialist
Claritev —Remote
- $25.00 - $31.25 an hour
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- Bilingual
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Operations Program Manager
Sage Veterinary Imaging —Remote
- $70,000 - $85,000 a year
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- 3 years
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Program Specialist, Campus Marketing
Kaplan —Remote
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Environmental Health and Safety Engineer
NTT Global Data Centers —Remote
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Director of Learning & Development
The Schwartz Center —Remote
- Online Application
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- 5 years
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Director, Customer Education
Calendly —Remote
- $203,141 - $253,926 a year
- Full-time
- Hybrid work
- 11+ years
- Continuous improvement
- Travel

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course operations specialist jobs near remote

Associate Wealth Advisor

Perigon Wealth Management
Remote

Quick Apply

Job Details

Full-time
$80,000 - $95,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Financial planning software
Teamwork
Microsoft Excel
Customer relationship building
Research
Customer inquiry handling
Series 7
Bachelor's degree
Attention to detail
Data interpretation
Financial services
Productivity software
Financial data analysis tools
Technical Proficiency

Full Job Description

POSITION OVERVIEW

An Associate Wealth Advisor at Perigon Wealth Management will play an integral role in

supporting Wealth Advisors (lead advisor) while gaining hands-on experience in wealth

management. The associate is responsible for formulating and implementing advice but may

also rely on technical specialists to develop recommendations. Associate Wealth Advisors have

3 – 5 years of industry experience and can manage existing client relationship in partnership

with a more experienced advisor and eventually, on their own.

This position is designed for individuals who are passionate about helping clients achieve their

financial goals and have a deep curiosity to learn about investment strategies, financial

planning, and portfolio management. Candidates should have the ability to assist planning-

forward client relationships, delivering broad-based wealth management services and advice

which includes tax planning, investment management, charitable goals mapping, cash-flow

support, and risk management. Our aim is to help clients plot a course to and into financial

independence.

Equally as important, we are seeking candidates who are eager to grow professionally.

Longer-term, we would like to help you grow into an advisory role, establishing your own client

relationships, leading client activity and implementing investment proposals.

COMPANY OVERVIEW

Perigon Wealth Management is a rapidly growing independent Registered Investment Advisor

(RIA) based in San Francisco, CA. We manage approximately $9 billion in client assets as a fee-

based fiduciary. In addition to our headquarters in San Francisco, we have offices nationwide

including Hawaii, New York, New Jersey, Connecticut, Massachusetts, Delaware, Georgia and

Florida with plans for significant near-term growth and expansion into new markets.

ESSENTIAL DUTIES AND RESPONSIBILITIES

The essential functions include, but are not limited to the following:

 Prepare financial plans, including gathering data, analyzing financial information, and

updating client portfolios.

 Manage client inquiries and ensure they are directed to the appropriate team members

when necessary.

 Support the creation of financial plans by preparing various financial analysis reports

 Review and analyze client financial data to ensure accuracy and completeness.

 Generate investment performance reports and client portfolio updates.

 Run financial planning software to model different financial scenarios.

 Conduct research on financial products, market trends, and other relevant financial

planning topics.

 Lead existing client relationship meetings under the guidance of an experienced Wealth

Advisor. Serve as secondary advisor of existing client relationships and develop new

client relationships over time, earning clients’ respect and appreciation.

 Prepare client meeting materials and documents.

 Begin to formulate, iterate and implement financial plans.

 Provide clients with comprehensive fiduciary advice around a variety of planning topics,

including tax planning, equity compensation, savings strategies, investment

management and charitable gifting.

 Collaborate with centralized teams dedicated to trading, investment strategy, client

service/money movement, operations, compliance, billing and more, to offer a holistic,

seamless, fiduciary client experience.

 Help supervise, mentor and train associates and interns.

 Work with Perigon’s tech-forward team to provide as much efficiency and security as

possible, using tools like Salesforce, Box, Moneyguide Pro , Orion, and others.

SKILLS AND REQUIRED COMPETENCIES

 CFP or CPA/PFP designation strongly preferred.

 Series 7

 Bachelor’s degree in Finance, Accounting, Economics, or a related field.

 3 – 5 years of experience in financial services or a client-facing wealth management

role.

 Familiarity with financial planning software (e.g., eMoney, MoneyGuide).

 Strong analytical skills with attention to detail.

 Self-motivated and able to work independently

 Excellent written and verbal communication skills

 Exceptional interpersonal skills and capable of building strong, trusted relationsips

 Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).

 Ability to prioritize tasks and manage multiple deadlines.

 A team-oriented attitude with the ability to work independently when needed.

 Enthusiasm for learning about financial planning and a commitment to professional growth.

COMPENSATION

We value our colleagues and recognize the importance of maintaining a high-quality team to

deliver the level of care and type of service experience our clients and advisors are accustomed

to. To that end, we look for individuals that share our passion for service. Additionally, we are

pleased to offer a competitive compensation package.

 Competitive Annual Base Salary

 Ability to earn an annual discretionary bonus

 Exceptional Culture that Values: Accountability, Authenticity, Collaboration,

Empowerment, and Positivity

 Company Health, Vision, Life & Dental insurance

 Remote and/or flexible work location

 Company matched 401k

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an

employee to successfully perform the essential functions of this position. Reasonable

accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear.

The employee frequently is required to use hands or fingers, handle or feel objects, tools, or

controls. The employee is occasionally required to stand; walk; sit; and reach with hands and

arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision

abilities required by this position include close vision, distance vision, and the ability to adjust

focus. The noise level in the work environment is usually low to moderate.

Note: This job description in no way states or implies that these are the only duties to be

performed by the employee(s) of this position. Employees will be required to follow any other

job-related instructions and to perform any other job-related duties requested by any person

authorized to give instructions or assignments. All duties and responsibilities are essential

functions and requirements and are subject to possible modification to reasonably

accommodate individuals with disabilities. To perform this job successfully, the employee(s)

will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some

requirements may exclude individuals who pose a direct threat or significant risk to the health or

safety of themselves or others. The requirements listed in this document are the minimum

levels of knowledge, skills, or abilities. This document does not create an employment contract,

implied or otherwise, other than an at will relationship.

The company is an equal opportunity employer and complies with ADA regulations as

applicable.

Job Type: Full-time

Pay: $80,000.00 - $95,000.00 per year

Benefits:

401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

License/Certification:

CFP (Preferred)

Work Location: Remote

Quick Apply

Refine Your Search

course operations specialist jobs in remote

Associate Wealth Advisor

Specialist, Customer Service - Faculty Support

Online Learning Specialist

Intake Specialist - Revenue Cycle Management

Digital Creative Associate

Curriculum Production Specialist

Traveling Leasing Specialist

Associate, Learning Services

Training and Content Specialist

Content Management Training Specialist

Field Project Manager - Traffic Incident Management Specialist

Member Coordinator PM Pacific Time Zone

Survey Research Specialist I

Claims Resolution Specialist

Contracts Specialist

Operations Program Manager

Program Specialist, Campus Marketing

Environmental Health and Safety Engineer

Director of Learning & Development

Director, Customer Education

I want to receive the latest job alert for course operations specialist in remote

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