Wealth Management Specialist

Company: CornerStone Staffing
Location: Coppell
Posted on: June 24, 2025

Job Description:

Elevate your career in a dynamic investment services environment where your expertise supports financial advisors through complex operational changes and high-stakes transactions. Join a collaborative team driving innovation, compliance, and efficiency across cutting-edge clearing and reporting platform! Wealth Management Specialist Location Coppell, TX | Hybrid — Must reside in the Dallas/Fort Worth area Compensation & Schedule • $24–$28/hr (Based on Experience) • Monday–Friday | 8-hour shift between 7:00 AM–6:30 PM | Overtime may be required • W2 employment, Temporary Assignment • Start date: Mid-July ROLE IMPACT This Investment Operations Specialist role supports high-volume investment advisor operations during a critical clearing platform conversion and beyond. The position ensures seamless execution of complex securities transactions, regulatory documentation compliance, and advisor-facing reporting processes. Your work will directly contribute to the efficiency, accuracy, and client satisfaction of a leading financial services platform. KEY RESPONSIBILITIES • Serve as a primary point of contact for financial advisors, providing advanced operational support during a clearing platform transition. • Provide escalation support on securities transactions, account maintenance, portfolio performance reporting, and platform functionality. • Review and process complex documentation to ensure accuracy and adherence to compliance standards. • Guide advisors on investment product procedures, performance reporting tools, and operational workflows. • Troubleshoot multi-system operational issues and collaborate with cross-functional teams to resolve advisor inquiries. MINIMUM QUALIFICATIONS • 3 years of experience in investment services operations, performance analytics support, or advisor client services (e.g., broker-dealer, investment manager, clearing firm, or fintech wealth platform). • In-depth knowledge of securities operations, account transactions, and compliance-driven documentation review. • Strong analytical, risk management, and problem-solving skills in high-stakes financial environments. • Bachelor’s degree strongly preferred. CORE TOOLS & SYSTEMS • CRM systems • Clearing platforms • Portfolio reporting tools (e.g., Bloomberg, FactSet, Zephyr Style Advisor) PREFERRED SKILLS • FINRA Series 6, 63, or 7 license (or willingness to obtain) • Experience supporting advisor-facing technology enhancements and process improvements • Exposure to fintech wealth platforms and investment technology solutions APPLICATION REQUIREMENTS • Background check • Fingerprinting • Professional references • Phone interview and clerical testing By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from CornerStone and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at: https://www.cornerstonestaffing.com/privacy IRVING123

Keywords: CornerStone Staffing, Keller , Wealth Management Specialist, Accounting, Auditing , Coppell, Texas