Brokerage Client Services Specialist Financial Advisors
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Financial Sales, Wealth Management
Truist in Charlotte, NC is seeking a Financial Advisor Support Specialist for in-office service. You will assist advisors with client servicing, financial plans, trade execution, scheduling, and Salesforce data management.
The role emphasizes licensing (FINRA SIE, Series 7, 66), customer service excellence, and professional communication. Benefits include comprehensive health options and retirement plans.
Join us at Truist as our next Brokerage Client Services Specialist for Financial Advisors in Charlotte, NC, United States.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Charlotte, NC, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 50.000 - 75.000.
We aim to respond to suitable candidates as soon as possible.
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