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Phase 2: Advisor Ops University

Andrew Burgess • July 10, 2024

Introducing AdvisorOpsUniversity: Your Gateway to a Rewarding Career in Financial Services

At AdvisorOps360, we are excited to announce our newest offering: AdvisorOpsUniversity, affectionately known as AdvisorOpsU. This program is born out of my deep-seated passion to teach and develop individuals from diverse career backgrounds and walks of life into the dynamic and fulfilling world of Financial Services.


Why Financial Services Operations?


Throughout my 12-year journey in the financial services industry, specializing in compliance, advisor support, and back-office operations, I have witnessed firsthand the incredible opportunities this career path offers. Financial services operations and wealth management operations have been exceptionally rewarding for me, providing not only professional growth but also a stable career, exceptional work-life balance, and significant earning potential.


The Demand for Skilled Professionals


One of the most compelling reasons to consider a career in financial services operations is the high demand for skilled professionals. The industry is brimming with opportunities, with far more open positions than there are experienced individuals to fill them. This demand creates a unique landscape where your skills and expertise are not only valued but actively sought after.


What is AdvisorOpsU?


AdvisorOpsU is designed to bridge the gap between aspiring professionals and the thriving financial services operations industry. Our comprehensive program offers:

  • In-Depth Training: Learn the intricacies of financial services operations, including financial advising, financial planning, trading, compliance, advisor support, back-office processes, and more.
  • Expert Guidance: Benefit from the knowledge and experience of industry veterans, including myself, who are committed to your success.
  • Career Development: Gain the skills and confidence needed to transition smoothly into this field, with guidance on obtaining necessary certifications and licenses.
  • Networking Opportunities: Connect with industry professionals and peers, building a robust network that will support your career growth.


A Stable and Rewarding Career Path


Financial services operations is not just a job; it's a career filled with numerous avenues to explore. Whether you are interested in compliance, advisor support, or back-office operations, this field offers a stable and rewarding path with exceptional work-life balance. The earning potential is significant, and the opportunities for growth and advancement are plentiful.


Join AdvisorOpsU Today!


If you are looking to make a career change or are simply seeking a stable and rewarding career path, AdvisorOpsU is your gateway to success. We are committed to helping you unlock your potential and achieve your career goals in the financial services industry. Join us at AdvisorOpsU and take the first step towards a fulfilling and prosperous career.


At AdvisorOps360, we believe in the power of education and the potential of every individual. AdvisorOpsU is our way of sharing the incredible opportunities that the financial services operations career has to offer. We look forward to welcoming you to our community and supporting you on your journey to success.


For more information, contact us at Andrew@AdvisorOps360.com or visit our website at www.AdvisorOps360.com/University


Stay tuned for more updates and success stories from our AdvisorOpsU graduates!

By Andrew Burgess June 5, 2024
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