Investment Operations Associate

Clarity Financial Planning Group
Radnor, Pennsylvania
$60,000-$80,000 per year (range is based on experience)
Closing date
Oct 10, 2021

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Job Details

The Investment Operations Associate (IOA) supports our Director of Investment Operations (DIO) as they provide Advisors investment service for clients.  The IOA supports the processing of new accounts, processes trade requests, and other account service and maintenance as needed.  The IOA works closely with the DIO and Advisors in evaluating and updating client accounts, and regularly communicates on investment matters.   The IOA works directly with clients and prospects in new business development and client service. 


Clarity Financial Planning Group is a multi-advisor planning team affiliated with Northwestern Mutual.  We work with both individuals and business in building and implementing financial plans.  Our team has over 90 years of combined industry experience, with all advisors holding the CFP designation.

Find Us
170 North Radnor Chester Road
Suite 105
United States

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