Wealth Management Associate
Job Description
Job Description
Wealth Management Associate | Charlotte
A well-established UHNW wealth management firm in Charlotte, North Carolina, is seeking an Associate to join its collaborative, team-driven environment. This role supports senior advisors across core planning and investment functions. The firm is open to candidates with 3–5 years of investment or wealth planning experience.
Key Responsibilities
• Support tax and strategic wealth planning for UHNW clients
• Work closely with the CIO and investment professionals regarding portfolio construction
• Build and maintain financial models, spreadsheets, and analyses
Qualifications and Experience
• 3+ years of experience
• CFP or other professional designations are a big plus
• Strong analytical and quantitative skills
• Advanced Excel proficiency and solid PowerPoint skills
• Strong communication skills and ability to growth into a more client facing role
Base salary with generous incentives and strong benefits. Local candidates only.
Recommended Jobs
Interim Youth Pastor/Permanent Youth Minister
Interim Youth Pastor and/or a Permanent Youth Minister -Part Time Bethlehem Baptist Church – Youngsville, North Carolina, 27596 Bethlehem Baptist Church, located at 1581 Bethlehem Church Road, i…
Children's Outbound Gym Teacher
Job Description Job Description Benefits: Competitive salary Flexible schedule Free uniforms Opportunity for advancement Training & development For over 30 years, My Gym Childre…
Loom Technician
Our textile manufacturing client is seeking an experienced loom technician with at least 2 years hands-on experience and/or a strong textile mechanical background and aptitude. A High School degree or…
No Commute Necessary: Earn Up to 19 Per Hour in Our Customer Service Role
Remote Customer Care Representative – Starting at $19/hr, No Degree Necessary Are you a people person with a knack for problem-solving? We are looking for proactive individuals to join our team as…
Security Officer - Vehicle Patrol Driver
Job Description Job Description Overview Allied Universal®, North America's leading security and facility services company, offers rewarding careers that provide you a sense of purpose. While wo…
Automotive Billing Clerk
Job Description Job Description Mills Auto Group is seeking a full time Billing Clerk/Title Clerk to join our growing team at our Charlotte location. Applicant must demonstrate good administratio…
9-15 Ft Freight Cargo/Sprinter Van DOT Owner-Operators
Owner-Operators With Cargo/Sprinter Vans Needed: 9-15ft Of The Cargo Space Requirements: ~ Age: 21+. ~ No Rental Vehicles. ~ Not older than 2010. ~9-15ft of the cargo space. ~ Punctuality,…
RN Director of Mental Health Program
Job Description Job Description Description: Salary up to $85000/ year Responsibilities: Lead a small disciplinary team comprised of a psychiatric physician, therapist, and medical offic…
Sheet Metal Mechanic
About Us: We are a full-service mechanical contractor providing customers in the commercial, residential, and industrial sectors with innovative, energy-efficient heating and air conditioning service…
Stock Associate
Saint Laurent seeks a Stock Associate in Charlotte to manage merchandise flow and inventory, ensuring adherence to logistics procedures. The role requires 2 years of stock department experience, prefe…