Financial Advisor Support - Unlicensed Training Class

Financial Advisor Support - Unlicensed Training Class

Job details

Posted
11 June 2026

Location
Charlotte, NC

Reference
1006194

Job description

Financial Advisor Support - Unlicensed Training Class (Charlotte, NC)
Overview

Ready to turn your interest in finance into a real career? As a Financial Advisor Support participant in our unlicensed training class , you'll complete an intensive, structured onboarding program designed to prepare you for the Securities Industry Essentials (SIE) , Series 7 , and Series 63 licenses. Through onsite training you'll build the foundational knowledge and practical experience needed to support newly integrated Financial Advisors and help ensure smooth account transitions. If you're motivated, detail-oriented, and committed to long-term growth in financial services, this training-to-permanent opportunity is built for you.

Required Skills

• Bachelor's degree in Finance, Business, or a related field
• Strong communication skills (verbal, written, and interpersonal)
• Excellent organizational and multitasking abilities
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Access)
• Experience in sales support, branch administration, or brokerage operations ( a plus )
• Previous internship or experience related to financial advisory or support services
• Existing familiarity with FINRA licenses (SIE, Series 7, Series 63) is highly preferred
• A genuine passion for finance and financial services , with a clear commitment to a long-term career in the field

Nice to Have Skills

• Some completion of FINRA licenses (SIE, Series 7, and/or Series 63)

Preferred Education and Experience

• Preferred education: Bachelor's degree in Finance, Business, or a related field
• Preferred experience level: Experience that demonstrates exposure to financial advisory, brokerage operations, or support services (including internship experience)

Other Requirements

• Onsite, full-time attendance required for the structured training program
• Must be fully committed to completing the program and obtaining required licenses within the required timeframe
• Background checks will be conducted prior to offers being extended
• Schedule: 8:30 AM - 5:00 PM, Monday - Friday
• Compensation: $19.00/hour; opportunity to earn up to $60,000 once full-time
• Position Type: Full-Time, Temporary to Permanent (approximately 4 months with conversion upon successful licensing)
• Manager interviews: ASAP

Get started with a training program that opens the door to a lasting career in financial services-apply now and take the next step.

Dexian stands at the forefront of Talent + Technology solutions with a presence spanning more than 70 locations worldwide and a team exceeding 10,000 professionals. As one of the largest technology and professional staffing companies and one of the largest minority-owned staffing companies in the United States, Dexian combines over 30 years of industry expertise with cutting-edge technologies to deliver comprehensive global services and support.


Dexian connects the right talent and the right technology with the right organizations to deliver trajectory-changing results that help everyone achieve their ambitions and goals.To learn more, please visit

Dexian is an Equal Opportunity Employer that recruits and hires qualified candidates without regard to race, religion, sex, sexual orientation, gender identity, age, national origin, ancestry, citizenship, disability, or veteran status.