Boutique Omaha wealth firm seeks a meticulous Private Wealth Operations Associate to ensure flawless client service and operational excellence
Step into a boutique, highly respected wealth management practice in Omaha as a Private Wealth Operations Associate. You will be at the operational heart of a client-first firm renowned for discretion, precision, and white-glove service, overseeing billing, reporting, compliance, and critical deliverables with impeccable execution.
This fully in-person role is designed for a seasoned professional with wealth management experience and a Series 65 or the ambition to earn it. The right candidate takes full ownership, communicates with clarity, thrives in collaboration, and obsessively attends to detail, ensuring every process and client interaction reflects the firm’s exacting standards.
Do you have the judgment, rigor, and operational mastery to uphold a practice defined by trust and excellence?
Apply today and reach out to Lillian@cornerstonestaffinginc.com // 402-682-8996