Wealth Management Associate
On-site · Charlotte, North Carolina, United States
Job Summary
Wealth Management Associate in Charlotte, NC seeks to support senior advisors across core planning and investment functions for UHNW clients. Responsibilities include supporting tax and strategic wealth planning, collaborating with the CIO and investment professionals on portfolio construction, and building and maintaining financial models and analyses. Qualifications include 3+ years of experience, CFP or other professional designations as a plus, strong analytical/quantitative skills, advanced Excel and PowerPoint proficiency, and strong communication skills with potential growth into client-facing work. Local candidates only; base salary with incentives and strong benefits.
Required Qualifications
- 3+ years of experience in investment or wealth planning
- CFP or other professional designation is a plus
- Strong analytical and quantitative skills
- Advanced Excel proficiency and PowerPoint skills
- Strong communication skills with growth into client-facing role
Desired Qualifications
- 3+ years of experience
- CFP or other professional designation
- Advanced Excel proficiency
- Solid PowerPoint skills
- Strong analytical and quantitative skills
- Strong communication skills
- Growth into client-facing role
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