Entry-level financial advisor associate jobs in Charlotte, NC: 6 open roles
6 open entry-level financial advisor associate jobs in Charlotte, NC, taken from employers’ own career sites and checked to still be open. A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.
Open entry-level financial advisor associate jobs in Charlotte, NC
Verified against the employer’s own career site within the last week.
- Centralized Brokerage Registered Client Service Associate (several location options)
Truist Financial · Charlotte, North Carolina, USA
Nov 3, 2026
- Registered Private Wealth Client Associate
Bank of America · Charlotte
Nov 3, 2026
- Client Service Associate
Choreo · Charlotte, NC
Nov 2, 2026
- Centralized Brokerage Registered Client Service Associate (several location options)
Truist · Charlotte, NC
Oct 28, 2026
- Wealth Management Associate
ECG Resources · Charlotte, NC, United States
Oct 12, 2026
Showing the newest 5 of about 6 verified open jobs here. Search all jobs
Search all financial advisor associate jobs in Charlotte, NC · What a financial advisor associate does and the skills it takes
The financial advisor associate job in Charlotte, NC
The job is the same anywhere; what changes is who is hiring.
A typical day
- 1. Prepare client meeting materials
- 2. Process account forms and transfers
- 3. Answer client questions
- 4. Maintain records
- 5. Study for licenses (e.g., SIE, Series 7)
Skills it uses
- 1. Client service
- 2. Attention to detail
- 3. Financial products basics
- 4. Compliance awareness
- 5. CRM software
Employers hiring in Charlotte, NC
- Bank of America 1
- Choreo 1
- Corps Team 1
- ECG Resources 1
- Truist 1
- Truist Financial 1
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