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On-site Operations Manager — Financial Advisory & Onboarding
Job in
Morganton, Burke County, North Carolina, 28680, USA
Listed on 2026-09-01
Listing for:
Dexian
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Financial Compliance
Job Description & How to Apply Below
Dexian is seeking a Business Manager to join our Morganton, NC team onsite. The role supports financial advisors by managing back-office operations, client onboarding, and account activity while ensuring accuracy and compliance.
You will coordinate account paperwork, asset movement, and ongoing client records in a fast-paced environment. The ideal candidate has a finance/business background, strong data-entry skills, and an interest in pursuing a Series 7 license.
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