FINRA Licenses Operations Associate (Series 7 &63 Or 66 (Combo Includes 63)
TEKsystems
Posted Tuesday, March 31, 2026
Posting ID: JP-005928144
Description
The Brokerage Operations Associate is responsible for servicing Advisors and clients through the processing and support of our financial services. The Associate is responsible for capturing data, inputting transactions, evaluating information, identifying inconsistencies / inaccuracies, formulating resolutions, processing in-good-order business, maintaining daily statistics, and communicating with advisors and office staff. The Associate performs these duties within the standards set by the department.
- Servicing advisors in the field
- Data entry with Excel
- Document processing
- Identifying inconsistencies/inaccuracies
Skills
Financial Services, Operations, Series 7, Series 63, FINRA, FINRA Series, Series 66, Licenses Operations, Trade Desk, operational support, Licensed Operations Associate, document processing
Additional Skills & Qualifications
Needs Series 7 &63 or 66 (combo includes 63)
Some amount of higher level education
Needs experience with Excel
Organized, task focused, high management skills
#westpriority26
Job Type & LocationThis is a Permanent position based out of Fort Worth, TX.
Pay and BenefitsThe pay range for this position is $60000.00 - $64000.00/yr.
Employee Stock Ownership Plan (ESOP) o Option to contribute to a 401k account o 16 Days of Paid Time Off, 10 holidays o 2 floating PTO days every year o Full health, vision & dental coverage o 2 Days of Volunteer Paid Time Off o Tuition Reimbursement program o Hybrid work environment o Bank Mortgage Discount Program o Free Financial Planning o Free onsite- fitness center with exercises classes and personal training options o Free basic life, short and long term disability, and an employee assistance program o Pet Insurance o Paid parental and military leave o contributes to your Health Savings Account for the high deductible medical plan o Charitable services & volunteer opportunities o Concierge services with daily lunch specials, vendor sales, discount tickets to community events and attractions o Robust Leadership Development program dedicated to leader development at every level of the organization o In-house training courses ranging from leadership developer to health and wellness seminars o Mentorship program o Virtual learning opportunities o Employee recognition programs and quarterly all employee luncheons o Yearly family & social events o Dress For Your Day dress code o Updated workspace o Regular Employee Engagement surveys o Dedication to Diversity & Inclusion and Employee Resource Group o And more!!
Workplace TypeThis is a hybrid position in Fort Worth,TX.
Application DeadlineThis position is anticipated to close on Apr 14, 2026.
h4>About TEKsystems:We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
Contact Information
Email: gkang@teksystems.com
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