Investment Advisor Brokerage Specialist jobs in Charlotte, NC

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Client Services Specialist - Private Wealth Job

First Citizens Bank - 281 reviews - Charlotte, NC
Client Services Specialist - Private Wealth. Assist in gathering account documentation for loans, deposits, trust, and investment accounts to support the client...

Settlements Specialist

LPL Financial - 215 reviews - Fort Mill, SC
Operations Specialist in Settlements will be responsible for balancing, reporting and researching all exception items that settle through various depositories;...

Sr. Ops Specialist, Fortigent Reconciliation & Support

LPL Financial - 215 reviews - Fort Mill, SC
Senior Operations Specialist – Fortigent Reconciliation & Support (3A) Job Description This team is dedicated to servicing the operational needs of advisors...

Compliance Audits

Kennedy Unlimited Inc, Professional Staffing - Charlotte, NC
$120,000 - $135,000 a year
Knowledge of SEC regulatory environment and Registered Investment Advisor rules. Seeking a highly qualified Compliance Specialist who can demonstrate expertise...
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Financial Solutions Advisor

Bank of America - 16,035 reviews - Charlotte, NC 28211 (Sherwood Forest area)
3+ years of proven investment business development experience, including investment training. The FSA should have experience in investment, banking and lending...

VP, Financial Consultant

Charles Schwab - 509 reviews - Charlotte, NC 28202 (Downtown Charlotte area)
(“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Retirement planning, education planning, investment...

US Trust Client Sales and Service Officer II (Charlotte, NC)

Bank of America - 16,035 reviews - Charlotte, NC 28255 (Wilmore area)
Trust is part of the Global Wealth and Investment Management unit of Bank of America, N.A., which is a global leader in wealth management, private banking and...

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