Job Title: Series 7 Trainee
Location: Charlotte, NC 28262
Duration: 4 months with 100% conversion to perm if licenses are obtained
Provides remote integration support for newly hired Financial Advisors ( FAs ), channel managers and branch support staff across a multi-channel business model.
Organizes and manages account transfers and new client account paperwork for FAs. Establishes new client accounts into various systems.
Interfaces with internal business partners to resolve escalated issues.
Serves as a liaison for new FAs, channel management and support staff to provide high quality service and resources.
Provides post integration support where appropriate and works closely with the Integration Consultants, branch support staff, channel managers, Business Transition Consultants and Platform Coaching and Support teams
Dexian is a leading provider of staffing, IT, and workforce solutions with over 12,000 employees and 70 locations worldwide. As one of the largest IT staffing companies and the 2nd largest minority-owned staffing company in the U.S., Dexian was formed in 2023 through the merger of DISYS and Signature Consultants. Combining the best elements of its core companies, Dexian's platform connects talent, technology, and organizations to produce game-changing results that help everyone achieve their ambitions and goals.
Dexian's brands include Dexian DISYS, Dexian Signature Consultants, Dexian Government Solutions, Dexian Talent Development and Dexian IT Solutions. Visit
to learn more.
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.