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Associate Advisor, Wealth Management
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Full-time
- For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting.
- Our Charlotte, North Carolina office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.
- In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Minimum of 3 years in the Wealth Management/Financial Services industry
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