Hiring: Financial Planning Operations Associate Company: Occident Wealth Management Location: Richmond, VA Job Posted Time: 2026-09-12 11:42:01 Employment Type: Full-time Target Skills & Keywords : Financial Planning, Wealth Management About the job Required Skills: •Manage new business for investment and insurance accounts from submission through completion •Prepare and submit account paperwork with a high level of accuracy •Process account openings, transfers, rollovers, and client transactions (contributions, withdrawals, redemptions) •Track cases across custodians and internal systems to ensure timely execution •Insurance Case Management •Process applications through underwriting to policy delivery •Coordinate medical exams and gather requirements •Monitor case progress and follow up proactively Qualifications: •Bachelor’s degree or equivalent experience in finance, business, or related field •VA Life, Accident & Health license preferred (or willingness to obtain) •SIE, Series 6/63 or 7 preferred (or willingness to obtain) •Strong attention to detail and organizational skills •Demonstrated capacity to manage multiple priorities in a fast-paced environment •Excellent communication and problem-solving abilities •Proficiency with CRM systems and operational platforms •Full-time, salaried position based in our Richmond, VA office. Compensation is competitive and commensurate with experience, with benefits included 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!