More jobs:
Advisor & Client Services Specialist
Job in
Davidson, Mecklenburg County, North Carolina, 28036, USA
Listed on 2025-12-31
Listing for:
D.A. Davidson’s Special District Group
Full Time
position Listed on 2025-12-31
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
A financial services firm in Davidson, NC, is looking for a Financial Services Representative (FSR) to enhance the investment experience for lower-revenue clients. The role involves assisting Financial Advisors with referrals and maintaining client relationships, requiring strong communication and organizational skills. Candidates should have a bachelor's degree and relevant industry experience. This position offers competitive pay and benefits, fostering a supportive work culture.
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