Operations Associate
BCR Wealth Strategies® Operations Associate (Entry-Level) – Wealth Management Career Track Birmingham, AL
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About BCR Wealth Strategies®
BCR Wealth Strategies® is a fee-only Registered Investment Advisor focused on helping individuals and families make thoughtful financial decisions and achieve long-term success.
We serve clients through a combination of financial planning, investment management, and proactive service. Our team is committed to professionalism, continuous improvement, and delivering a high-quality client experience.
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Position Overview
We are seeking an upcoming college graduate who is interested in building a long-term career in the wealth management industry.
This role begins as a Level 1: Operations Associate, where you will learn the foundational systems, processes, and expectations required to operate at a high level within a professional services firm.
Over time, this position is designed to provide exposure and development opportunities across multiple career paths within the firm, including:
· Service & Operations
· Financial Advisory
· Investment & Portfolio Management
Career progression is based on demonstrated performance, judgment, and firm need.
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What You Will Do
As an Operations Associate, you will:
· Execute administrative and custodial service requests accurately and efficiently
· Support recurring client service processes (account maintenance, distributions, documentation)
· Prepare and process paperwork and service items
· Track and follow through on client-related tasks to completion
· Learn and follow firm workflows and systems
· Support internal coordination across team members
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AI & Innovation Responsibilities
In addition to core responsibilities, you will support firm-wide initiatives related to the use of artificial intelligence in financial planning.
This includes:
· Assisting with the development and testing of internal AI tools
· Supporting data input and validation for AI-driven planning workflows
· Helping maintain and improve AI “agents” used for:
o Estate planning analysis
o Tax return review
o Property & casualty coverage evaluation
This is a unique opportunity to be involved in how emerging technology is integrated into a professional services environment.
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What We Are Looking For
We are looking for individuals who:
· Are highly organized and detail-oriented
· Take ownership of their work and follow through consistently
· Communicate clearly and professionally
· Are comfortable learning new systems and processes
· Show curiosity and interest in financial planning and investments
· Demonstrate initiative and a willingness to improve
Prior experience in financial services is not required.
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Professional Development
This role is designed as a starting point for a long-term career.
You will:
· Gain exposure to multiple areas of the firm
· Work alongside experienced professionals
· Develop skills in financial planning, operations, and client service
· Be supported in pursuing relevant licensing (e.g., Series 65)
Advancement is based on demonstrated capability and readiness to take on additional responsibility.
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Work Structure
This position is primarily in-office in Birmingham, Alabama to support training, collaboration, and development.
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Qualifications
· Upcoming or recent college graduate
· Strong academic performance preferred
· Demonstrated work ethic through academics, internships, or other commitments
· Interest in a professional career within wealth management or financial planning
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Why Join BCR Wealth Strategies®
· Clear career development framework
· Exposure to multiple areas of the firm
· Opportunity to grow based on performance, not tenure alone
· Involvement in innovative uses of technology in financial planning
· Collaborative and professional team environment
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How to Apply
Please submit your resume and a brief statement of interest explaining why you are interested in a career in wealth management and why this role appeals to you.
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