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Advisor Service & Onboarding Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Good Life Companies
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 60000 - 75000 USD Yearly USD 60000.00 75000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking an Advisor Service Coordinator in Charlotte, North Carolina. The role involves providing guidance and support to financial advisors, helping them with their service-related needs and optimizing their operations. Candidates must have an associate degree, 3-4 years of experience in financial services, and strong communication skills. The position offers opportunities for professional growth within a supportive team environment.
This opening is for the Advisor Service & Onboarding Specialist role at Good Life Companies. We would love to welcome a new Advisor Service & Onboarding Specialist to our team in Charlotte, NC, United States. For the Advisor Service & Onboarding Specialist position at Good Life Companies, we are reviewing applications now. Step into the Advisor Service & Onboarding Specialist role at Good Life Companies in Charlotte, NC, United States and grow with us.
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