Full time
CMG Financial
Madison, WI, USA
POSITION TITLE: Wealth Management Operations Associate REPORTS TO: Executive Vice President, Investments POSITION OVERVIEW: The Wealth Management Operations Associate position requires a highly organized and detail-oriented individual. This position offers a unique opportunity to be part of a growing firm with strong momentum and a clear vision for the future. The successful candidate will play a key role in the day-to-day management and onboarding of client accounts, providing essential support to our advisors so they can focus on building meaningful client relationships and delivering high-quality financial guidance. ESSENTIAL DUTIES and RESPONSIBILITIES, includes the following responsibilities, but not limited to: Open and process new client accounts across multiple platforms (brokerage, retirement, advisory, and trust accounts) on a daily basis Submit and track account transfer requests including ACATs, journals, ACH setups, and disbursements Maintain accurate...

