Investment Support Specialist II: Client Advisory & Trading
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-28
Listing for:
Fifth Third
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Wealth Management, Banking & Finance, Financial Advisor / Consultant, Financial Sales
Job Description & How to Apply Below
Fifth Third Bank seeks a Licensed Investment Support Specialist II to provide essential office management and support for registered securities representatives. You will handle account operations, client communications, and risk-compliant trading tasks while working closely with banking partners and wealth advisors to deepen client relationships.
The role requires SIE, Series 7/66 or 65/63 licenses, five years in brokerage or related finance, and strong organizational, communication, and
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