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Advisory Operations Specialist: Onboarding & Support

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Social Capital Resources
Full Time position
Listed on 2026-03-01
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below
A growing Investment Advisor firm in Charlotte is seeking Advisory Operations Associates to support independent financial advisors and ensure smooth operational processes. Responsibilities include assisting with account management, leading advisor onboarding, and providing exceptional customer service. Candidates should possess experience in financial services and strong organizational skills. This is a great opportunity for detail-oriented individuals who enjoy working both independently and as part of a team.
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