Operations Associate, Asset Management

Posted on January 10th, 2024

Great Valley Advisor Group (“GVA”) is looking to add an experienced individual to their growing Asset Management team with the title of Operations Associate. This role requires a combination of excellent communication and organizational skills, attention to detail, initiative, and the ability to handle multiple tasks quickly and efficiently. The Operations Associate plays a critical role in facilitating an exceptional experience for the advisors of GVA Asset Management in account opening, maintenance, and reporting for their clients.

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OSJ Delegate

Posted on January 10th, 2024

Great Valley Advisor Group (“GVA”) is looking to add an OSJ delegate to our team who is focused on providing compliance support to GVA's compliance team. This position is responsible for assisting the compliance team with reviewing specific OSJ items, such as trade blotters, emails, etc.

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Associate Financial Advisor

Posted on January 10th, 2024

Great Valley Advisor Group (“GVA”) is looking to add an Associate Financial Advisor to the GVA Wealth Management team with the ability to service an existing book of business upon hire. The preferred Associate Financial Advisor does not need to come with their own established book of business.

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Client Service Associate (CSA)

Posted on January 10th, 2024

Great Valley Advisor Group (“GVA”) is looking to add a Client Service Associate to our team who is focused on providing administrative support to an advisor or team of advisors, including any and all daily, monthly, and annual tasks.

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