Brokerage Services Registered Analyst - Series 6/7/63 - Remote
Listing sourced from adzuna on 5/12/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial representatives with investment account questions, performance inquiries, and securities transactions. Success in this role requires strong investment product knowledge, the ability to de-escalate complex situations, and ownership of issues through resolution. The analyst also contributes to continuous improvement efforts, embraces new technology, an…
Salary Context for Financial Analyst
The US national median for Financial Analyst is $99,890; in Charlotte the median is $101,888 (+2% vs national).
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