Practice Manager, Wealth Management

Investor's Resource runs on trust, precision, and momentum, and the Operations Manager is the person who makes all three possible. This role owns the operational engine of the Huntsville branch, from trading and compliance to client service and office leadership, while serving as the right hand to the Lead Advisor. If you find order energizing, people rewarding, and take quiet pride in being the reason everything runs without friction, this role was built for you.

Location: Huntsville, AL (In-office)

Reports to: Lead Advisor

What You'll Do

• Advisor & Client Meeting Support
• Client Service Oversight
• Branch Operations & Trading
• Compliance & Investment Committee Support

Note: The following bullets were included in the original description and have been preserved as part of the responsibilities and structure.

Advisor & Client Meeting Support

• Prepare meeting notes, ag...