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Financial Consultant Financial Advisor

Client Transfer Specialist – FINRA Licensed

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Vanguard Group
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 65000 - 80000 USD Yearly USD 65000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment management company is seeking a Client Transfer Specialist in Charlotte, North Carolina. In this role, you will be a trusted advisor to clients, managing their onboarding and ownership changes. You are required to have active FINRA Series 7 and 63 licenses and 1-3 years of financial services experience. The position offers a competitive salary ranging from $65,000 to $80,000.

Vanguard promotes a hybrid working model to enhance flexibility and collaboration.
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