AdvisorOpsUniversity

Your Path to a Rewarding Career in Financial Services

It doesn't matter what your current job is or what your experiences are! I have provided guidance into the industry to professionals from the following fields:

-Teaching

-Manufacturing

-Retail 

-Healthcare

-Food/Beverage

Why Choose Financial Services Operations?

  • High Demand: More job openings than experienced professionals.
  • Stability: A secure career path with excellent work-life balance.
  • Earning Potential: Significant opportunities for financial growth.
  • Diverse Opportunities: Explore various roles in compliance, advisor support, and back-office operations, trading, financial planning, and client facing financial advising.

About AdvisorOpsU

Comprehensive Training: Gain in-depth knowledge of financial services operations.

Expert Guidance: Learn from industry veterans dedicated to your success.

Career Development: Obtain the skills and certifications needed for a smooth transition.

Networking: Build connections with industry professionals and peers.

Why Join Us?

  • Stable and rewarding career path
  • Exceptional work-life balance
  • Significant earning potential
  • Numerous avenues for growth and advancement



Click button below to learn more and enroll today!

Learn more about AdvisorOpsU!

How it works

Schedule a introductory call

No cost conversation to learn more about you and your objectives and for you to learn more about AdvisorOpsU.


Schedule your introductory conversation using this link!

Submit payment

AdvisorOpsU is a two part (1/2 upfront and 1/2 upon you getting hired), satisfaction guaranteed investment. Flexible payment plans available to those who qualify.

Personalized Learning Schedule

We understand that life is busy. We will work together to develop a schedule for virtual teacher led learning sessions as well as self study time.

Resume development and start to apply for jobs

As we start to approach the end of the curriculum and you have passed any licensing exams, we will work with you to develop your resume/cover letter as well as provide you a letter of recommendation to use when starting the job search!

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