Top 203 Envestnet Jobs

Advisory Support Associate
Concorde Investment Services —Boca Raton, FL
- $50,000 - $60,000 a year
- Full-time
- Office
- Data entry
- Organizational skills
- Health savings account
- Health insurance
Quick Apply
Associate Wealth Advisor
TPM Placement —Greenwich, CT
- $120,000 - $140,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Transitions Processing Specialist
TRC Staffing —Scottsdale, AZ
- From $21.50 an hour
- 8 hour shift
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Brokerage & Advisory Manager
Concorde Investment Services —Boca Raton, FL
- $100,000 - $130,000 a year
- Full-time
- Office
- Team management
- Recruiting
- Health savings account
- Health insurance
Quick Apply
7d
Envestnet / Yodlee SME (Subject Matter Expert)
Fixity Technologies LLC —Cleveland, OH
- $85 - $90 an hour
- Full-time
- Hybrid work
- SQL
- Senior level
- Banking
Quick Apply
Trader
Vestmark, Inc. —Wakefield, MA
- $75,000 - $90,000 a year
- Remote
- Mid-level
- Analysis skills
- Bachelor's degree
Quick Apply
8d
Platform Support Specialist/Statement Processor
Argent Financial Group —Birmingham, AL
- Overtime
- Computer science
- Computer Science
- Research
Quick Apply
Envestnet SME/BSA
Themesoft Inc —Dallas, TX
- $70 an hour
- Remote
- SQL
- Senior level
- Banking
Quick Apply
Practice Operations Associate
Vista Wealth Solutions —Center Valley, PA
- $45,000 - $60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Associate, Firm Implementations [ONSITE-BERWYN, PA]
Magis Capital Partners LL —Berwyn, PA
- $70,000 - $80,000 a year
- Extended hours
- Mid-level
- Office
- Finance
- Flexible schedule
Quick Apply
Investment Solutions Advocate
NewEdge Capital Group LLC —New Orleans, LA
- Full-time
- Remote
- Senior level
- Leadership
- Communication skills
Quick Apply
Support Advisor - Lifebridge Financial Group
Kestra Financial —Houston, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
Quick Apply
Senior Financial Planning Associate
Northwestern Mutual-Twin Cities —Mendota Heights, MN
- $28 - $38 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Finance
Quick Apply
Investment Operations Associate
Northwestern Mutual Portland —San Diego, CA
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Disability insurance
- Paid time off
Quick Apply
Advisory Platform Consultant
Kestra Financial —Tempe, AZ
- Full-time
- 5 years
- Bachelor's degree
- Travel
- Health insurance
- 401(k)
Quick Apply
Wealth Management Client Service Associate
Signature Wealth Advisors —Orlando, FL
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
13d
Data Engineer
Qode —Austin, TX
- Full-time
- Hybrid work
- 5 years
- Senior level
- Python
Quick Apply
Wealth Management Advisor
Mowery & Schoenfeld LLC —Lake Forest, IL
- Full-time
- Spanish
- CPA
- Mid-level
Quick Apply
Investment Accountant
Operose Advisors —Milwaukee, WI
- From $75,000 a year
- Full-time
- CPA
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Associate Portfolio Manager
Moneta Group Investment Advisors LLC —Clayton, MO
- Full-time
- Dedicated
- Mid-level
- Office
- Profit sharing
- Paid parental leave
Quick Apply

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Advisory Support Associate

Concorde Investment Services -
Boca Raton, FL

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Job Details

Full-time
$50,000 - $60,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance

Qualifications

Teamwork
Investment management software
Attention to detail
Data entry
Trading platforms
Organizational skills
Financial services

Full Job Description

Overview:
The Advisory Support Specialist is responsible for assisting our branch offices with a high level of service, training, and new business processes. This entry-level role requires strong communication skills, a willingness to learn, and the ability to utilize available resources to provide excellent service and support.

Roles and Responsibilities:

Provide courteous and accurate responses to inquiries from field offices and home office staff, ensuring a commitment to service excellence.
Support a team-oriented environment by collaborating effectively and offering assistance to colleagues.
Assist in processing Investment Advisory agreements and reviewing documentation.
Develop expertise to accurately handle a range of requests across various lines of business and operating systems.
Participate in training and development opportunities to build knowledge and skills.
Uphold company core values and maintain professional standards in all tasks.
Assist with day-to-day operational issues and provide support to ensure smooth business processes.
Engage with field offices to facilitate new business submissions and address inquiries.
Collaborate with internal departments to resolve issues and improve processes.
Perform data entry and handle general incoming calls as needed.

Qualifications and Abilities Required:

FINRA Series 66 and 7 licenses (or willingness to obtain within a designated timeframe).
Basic knowledge of Envestnet, Schwab, and Pershing platforms is a plus.
Understanding of the advisory field, including billing and regulatory requirements, is beneficial but not required.
1 year of experience in the financial industry or a related field preferred.
Strong communication and interpersonal skills.
Strong attention to detail is a must for this role.
Service-oriented mindset with a positive attitude and eagerness to learn.
Ability to work independently and within a team environment.
Strong organizational skills with attention to detail.
Willingness to take ownership and accountability for assigned tasks.
Adaptability in a dynamic and fast-paced work environment.

Pay: $50,000.00 - $60,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Health savings account
Paid time off
Vision insurance

Experience:

using Envestnet, Schwab, or Pershing platforms: 1 year (Required)
advisory billing: 1 year (Required)

Work Location: In person

Quick Apply

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