New Accounts Operations Lead (Series 7/24) – San Diego

A financial investment firm is seeking an experienced New Accounts Principal to oversee the onboarding of new clients and ensure operational efficiency. The role involves reviewing account documentation for compliance, collaborating with various departments, and providing exceptional service to advisors. Candidates should hold FINRA Series 7 and 24 licenses and have at least 3 years of experience in the industry. This position is based onsite in Carmel, Indiana.
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