Description *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Our client, a highly respected wealth management firm with 40+ years of success, is seeking a detail-oriented professional to support investment operations, trading, and compliance. This is a fantastic opportunity to join a collaborative team that values growth, innovation, and client success. This role offers a competitive salary, performance-based bonuses, generous PTO, healthcare benefits, and a 401(k) with a guaranteed profit-sharing match. You'll also benefit from professional development opportunities and a wellness program designed to support your career growth and work-life balance. What You’ll Do: + Conduct security analysis and contribute to asset allocation strategies + Manage trading operations, performance reporting, and account reconciliation + Oversee client billing and maintain internal accounts + Ensure compliance with SEC regulations and support operational projects Requirements + Bachelor's degree in finance, accounting, or business + Wealth management experience + Familiarity with custodians like Schwab or Fidelity preferred + Series 65 license (or willingness to obtain within six months) + Strong attention to detail and technical aptitude + Proficiency in Microsoft 365; experience with Dynamics 365, Tamarac, or ClickUp a plus *Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .