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CIR

Operations Liaison

CIR

Operations Liaison preparing financial plans under the Managing Director's direction. Collaborating with financial professionals and coordinating workflow through system maintenance.

Posted 5/23/2026full-timeRemote • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • work under the direction of the Managing Director to prepare financial plans
  • coordinate the workflow through the creation and maintenance of systems
  • assist in the daily function and activities with financial professional offices
  • serve as a knowledge leader using financial planning expertise
  • continually keep up with financial planning trends and identify relevant opportunities
  • manage the documentation of processes and procedures
  • professionally interact with financial professionals and their staff
  • assist with the promotion of Spire Outsourcing’s services
  • build and maintain relationships with CFP Board registered degree programs

Requirements

What you’ll need
  • four or more years of related experience, education, and/or training in financial planning or wealth management
  • collaborative and detail-oriented financial planning professional
  • strong foundation in financial planning principles
  • analytical thinking skills
  • organizational skills
  • experience with eMoney planning software is highly valued
  • additional industry licenses such as a life insurance license or FINRA Series registrations are considered a plus
  • preference is given to candidates who have graduated from a CFP Board registered program and who are either a CFP® certificate or actively pursuing the CFP® designation

Benefits

Comp & perks
  • paid time off
  • paid holidays and floating holidays
  • medical, dental, and vision coverage
  • short- and long-term disability
  • company-paid life insurance
  • volunteer time off
  • wellness incentives

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial planningwealth managementfinancial planning principlesanalytical thinking
Soft Skills
collaborativedetail-orientedorganizational skills
Certifications
CFP® certificatelife insurance licenseFINRA Series registrations