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.