Job Title: Financial Advisor Trainee / Wealth Management Associate/ Investment Representative
Duration: 3 months Contract to hire
Location: Charlotte, NC, Onsite
Job Description:
Position Overview
We are seeking motivated and customer-focused individuals to join a leading financial services organization as a Customer Service Associate Trainee. This opportunity includes a structured classroom training program designed to prepare candidates for industry licensing examinations and a long-term career in financial services.
Key Responsibilities
- Participate actively in classroom training sessions and study programs
- Provide professional customer service support to clients
- Respond to customer inquiries with empathy, accuracy, and professionalism
- Maintain a positive attitude and represent the organization in a professional manner
- Learn financial services products, systems, and customer support processes
- Follow company policies, procedures, and compliance requirements
Qualifications
- High school diploma or equivalent required
- Strong customer service orientation
- Excellent verbal communication and interpersonal skills
- Positive personality and professional demeanor
- Ability to learn quickly in a structured training environment
- Comfortable working in a fast-paced, customer-facing setting
- Reliable attendance and punctuality are essential
“Mindlance is an Equal Opportunity Employer and does not discriminate in employment on the basis of – Minority/Gender/Disability/Religion/LGBTQI/Age/Veterans.”
Financial Advisor Trainee / Wealth Management Associate/ Investment Representative in Charlotte at Mindlance
This position is listed as contract and onsite. It was posted 4 days ago.