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Financial Consultant Financial Services

Advisory Operations Specialist–Client Onboarding & Support

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Social Capital Resources
Full Time position
Listed on 2026-02-04
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
An investment advisory firm based in Charlotte is seeking an Advisory Operations Associate to join their growing team. This role requires supporting independent financial advisors with their daily operations, leading the onboarding of new advisors, and assisting with client accounts. Strong organizational skills, attention to detail, and experience in financial services are essential. The position offers the opportunity to work closely with advisors and contribute to process improvements.
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