Director of Operations

Provo, Utah (US)
$50,000+ ($40,000 salary plus monthly override based on total GDC of firm) plus 401k employer match
May 16 2019
Insurance, Securities

Frandsen Morrill Advisors, an independent retirement planning firm in Provo, UT, currently has a Director of Operations position open. This is one of the most important positions at our firm. We are looking for someone who loves the financial services industry, but wants to partner with us on the operations side of the business.

In short, this person will hold implementation meetings with clients, insure FMA procedures are running smoothly, oversee client service issues, hire and manage FMA staff, and assist the FMA Principal with compliance duties.

We are looking for someone with 3+ years of financial services experience and has their Series 7, 66, (24 preferred, not required) securities licenses. The FMA Director of Operations position would pay a salary and also be paid a monthly override on total revenue of the firm to compensate them as our firm grows. If you are interested in this position, please email me with cover letter (required) and resume at