Wealth Management Operations Associate

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Meytier Premier Employer

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At Steward Partners, we are built on a foundation of trust, partnership, and client-first values.</p><h3><br></h3><h3><strong>About the Team</strong></h3><p>You will support advisors within <strong>Steward Partners’ Private Wealth Services team</strong>, working closely with Relationship Managers, Portfolio Management, and the firm’s centralized Operations group.</p><h3><br></h3><h3><strong>Role Overview</strong></h3><p>At Steward Partners, we believe that strong relationships and operational excellence drive long-term success. As a Wealth Management Operations Associate, you will play a critical role in supporting financial advisors and ensuring a seamless client experience across investment and planning services.</p><h3><br></h3><h3><strong>Key Responsibilities</strong></h3><ul><li>Support Steward Partners advisors with account opening, maintenance, and client service requests</li><li>Process client transactions and ensure compliance with Steward Partners’ policies and regulatory requirements</li><li>Coordinate with internal operations, compliance, and custodial partners</li><li>Prepare client reports, documentation, and presentation materials</li><li>Maintain accurate records within Steward Partners’ internal systems</li></ul><h3><br></h3><h3><strong>Required Qualifications</strong></h3><ul><li>Bachelor’s degree in Finance, Business, or a related field</li><li>2–5 years of experience in wealth management, brokerage operations, or financial services</li><li>Familiarity with custodial platforms and investment products</li><li>Strong attention to detail and client service mindset</li></ul><h3><br></h3><h3><strong>Preferred Qualifications</strong></h3><ul><li>Series 7 and/or Series 66 licenses (or willingness to obtain)</li><li>Experience supporting high-net-worth clients</li><li>Knowledge of financial planning and portfolio management processes</li></ul><h3><br></h3><h3><strong>Why Work at Steward Partners</strong></h3><p>Steward Partners offers a collaborative, advisor-centric culture with opportunities for professional growth. 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