The Well · 2 weeks ago
Financial Operations Specialist
Dayton, OH
Full-time
Onsite
New Grad, Entry LevelThe Well is a growing wealth management firm, and they are seeking a Special Operations Team Member. This role involves delivering exceptional client service and leading operational processes to support the firm's activities.
Staffing & Recruiting
Hiring Manager
Ashlee Klingler
Responsibilities
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
Qualification
Required
Hold active Series 65 OR be willing to obtain
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)
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
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
Founded in 2023
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase