Operations Specialist Junior Advisor

About Enza Financial

Enza Financial is a premier, holistic financial services firm specializing in retirement planning, wealth management, and insurance solutions. We help clients pursue long-term financial confidence through personalized strategies, disciplined investment management, and exceptional service. Our culture values professionalism, accountability, and a relentless commitment to doing what is right for our clients.

As we continue to grow, we are seeking a motivated Operations Specialist who aspires to develop into a Junior Advisor role over time. This position is ideal for someone looking to build a long-term career in wealth management by first mastering the operational and planning foundation of the business.

Role Overview

The Operations Specialist is a critical member of the wealth management team, responsible for ensuring the smooth, accurate, and compliant execution of d...