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Kahler Financial Group Logo
Kahler Financial Group

Rapid City, South Dakota

Financial Advisor Logo
Financial Advisor

California

Abacus Wealth Partners

Santa Monica, California

Earth Equity Advisors Logo
Earth Equity Advisors

Asheville, North Carolina

CAPTRUST Logo
CAPTRUST

Leawood, Kansas

Nova R Wealth Logo
Nova R Wealth

Overland Park, Kansas

Birchcreek Wealth Management Logo
Birchcreek Wealth Management

Dayton, Ohio

Herbert Financial Group Logo
Herbert Financial Group

Auburn Hills, Michigan

SDC CPAs, LLC Logo
SDC CPAs, LLC

Aurora, Illinois

Edw C Levy Company

Dearborn, Michigan

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Registered Client Service Associate
Support dynamic team in Charlotte, NC to serve super nice clients.   This position has the practice scheduling, communication and operations role.   Coordinate with practice marketing associate, financial planning analyst.  Support two advisors in opening accounts, trading, compliance documentation, calendars, fielding client service questions and money movement.  Great opportunity to learn the business from some of the best and have upward mobility opportunities.  This position opened due to promotion of current RCSA. An opportunity to be valued and help clients live their best lives.  


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