Brokerage Operations Specialist
Associated Bank - Green Bay, Wisconsin Metropolitan Area
Hiring: Brokerage Operations Specialist Company: Associated Bank Location: Green Bay, Wisconsin Metropolitan Area Job Posted Time: 2026-09-10 12:00:53 Target Skills & Keywords : Regulatory Compliance, Series 66, Series 7, Wealth Management About the job Experience: •1+ year of experience in financial services. •Strong attention to detail and ability to manage multiple priorities. •Effective communication, problem-solving, and customer service skills. Qualifications: •Bachelor’s degree in Finance, Accounting, Economics, or a related field. •3+ years of experience in brokerage, investment operations, or wealth management. •Knowledge of brokerage products, account servicing, and regulatory requirements. •Series 7 and/or Series 66 licenses, or willingness to obtain within 2 years. •We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience. •In addition to core traditional benefits, we take pride in offering benefits for every stage of life. •Retirement savings including both 401(k) and Pension plans. •Paid time off to volunteer in your community. •Opportunities to connect with others through our diversity-focused Colleague Resource Groups. •Competitive salaries with professional development and advancement opportunities. Compensation: •Retirement savings including both 401(k) and Pension plans Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!