Advisory Operations Associate

Job Description Rapidly growing Charlotte-based Registered Investment Advisor seeking Advisory Operations Associates to join the team! \n \n Responsibilities \n \n Support independent financial advisors with day-to-day operational needs. \n Lead the onboarding process for new advisors, ensuring a smooth and organized transition onto the platform. \n Assist with client account openings and closures, account updates, and cash contribution or distribution requests. \n Act as the main point of cont…