Wealth Management Associate
ECG Resources
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.
Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Wealth Management Associate in Charlotte, NC vacancy
- MassMutual Carolinas is seeking a Wealth Management Associate in Charlotte, NC. This role supports advisor growth by providing internal wholesaling, planning strategy support, and case qualification. The position is vital for promoting consistent, planning-based advisory...Suggested
- The Wealth Management Associate is responsible for supporting advisor growth across annuity, advisory, and emerging affluent client segments by providing internal wholesaling, planning strategy support, and case qualification. This role partners closely with Advisors, the...SuggestedHome office
- Wealth Management AssociateWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with...SuggestedWork experience placementLocal area
- ...Analyst/Associate Product Management - Private Wealth Charlotte | Orlando We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world's investors. Leveraging the power of...SuggestedWork experience placementFlexible hours
StepStone Group
Charlotte, NC1 day ago $34k - $63.5k
...Trader Associate At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are... ...to the company's success. As a Trader Associate within PNC Wealth Management, you will be based in Pittsburgh, PA at the Tower at PNC Plaza...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$55k - $134.55k
...contribute to the company’s success. As an Associate Marketing Lead within PNC's Marketing... ...Responsibilities Independently implements and manages a broader set of defined market programs... ...experience. Prior experience with Wealth Management. Highly organized, with...Temporary workShift work- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...
- ...Financial Advisor to fast track their career. As an Equitable Financial Professional, you will: Go through our Leadership Development, Management Development, and learn how to build a book of business Analyze financial information obtained from clients to determine...
$160k - $200k
Senior Wealth Specialist Location US-NC-Charlotte ID 2026-1184 Position Type Full-Time Additional Locations US-... ...adoption of customized investment solutions across the wealth management segment. Working in-market alongside Regional Directors, the Wealth...Full timeWork at officeLocal areaImmediate startRemote workAllspring Global Investments
Charlotte, NC5 days ago$45k - $142.35k
...organization, you will be based in [city/state location of position] . Job Profile As a FINRA Supervisory Specialist within PNC's Wealth Management organization, you will be based within the PNC footprint at a major hub location. PNC is an in‑office company that fosters a...Temporary workWork experience placementWork at office- ...company's success. As a FINRA Supervisory Principal within PNC Wealth Management, you will be based in office in Pittsburgh, PA, Cleveland,... ...Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they...Full timeTemporary workPart timeWork experience placementWork at office
- A wealth management firm in Charlotte, North Carolina is seeking an Operations Specialist to support Advisor teams and manage inquiries related to the firm's CRM system. The ideal candidate will have a Bachelor's degree in Finance or accounting, along with 3-5 years of...
$21.1 - $35.16 per hour
...Associate Supervision Professional Where ambition meets innovation. Build a career that... ...scores Partner directly with advisors to manage registration and licensing workflows,... ...Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader...Work from home$68k - $75k
...Associate, Advisory Operations Remote (PST or MST time zones) Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial...Work experience placementRemote work- Charlotte, North Carolina, United States Choreo is a wealth management firm built on an interconnected network of financial advisors with... ...repository system. Assist with data analysis and cleanup projects associated with the firm’s CRM and portfolio management systems. Work...Work at office
- A wealth management firm in Charlotte is seeking a professional to provide support for their Client Relationship Management (CRM) system. The ideal candidate will assist Advisor teams, manage user access requests, and train staff on CRM functionalities. Candidates should...
- ...are the pillars of our continued success. Overview The Associate Project Controls Specialist is responsible for utilizing... ...development and maintenance of the project plan. Support the change management process as required. Monitor subcontract progress and the...Work at office
ENFRA LLC
Charlotte, NC5 days ago - ...: Wells Fargo is seeking an Engineering Associate - Middleware Operations to join the Chief... ...will help support and operate centrally managed middleware technologies such as Apache... ..., Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked...Full timeWork experience placementInternshipWork at officeRelocation package
$65k - $82k
...Associate QA Engineer AssetMark is a leading wealth management platform dedicated to empowering independent financial advisors. Over 10,000 advisors rely on AssetMark's investment offerings, technology, and services to improve outcomes for their clients. The Opportunity...Work at officeFlexible hoursAssetMark
Charlotte, NC1 day ago- ...Job Description Job Description Child Care Associate- Ballantyne Club Here We GROW Again! Are you a potential Child... ...Carolina, Texas, Tennessee, and Arizona and is led by a veteran management team with over one hundred years of combined experience in the...Temporary workLocal area
Crunch Fitness - CR Holdings
Charlotte, NC4 days ago - ...At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them... ...current employment opportunities. Title: ABF Transaction Management & Controls Corporate Title: Senior Associate Department:...Temporary workWork at officeFlexible hours
Barings
Charlotte, NC2 days ago - ...expertise. With more than $8 billion of neighborhood assets under management, the firm is active in growth markets throughout the United... ...information, visit or follow @asanapartners. The Associate is an important position on the Asana Partners team that reports...
Asana Partners
Charlotte, NC5 days ago $75k - $85k
...from strategic thinking while also rolling up your sleeves to manage and analyze complex data? Are you motivated by bringing innovative... ..., then this role will align with your passion! The Senior FP&A Associate performs financial analyses including budgeting and forecasting...Full timeTemporary workWork at officeRemote workMonday to FridayFlexible hoursRVO Health
Charlotte, NC9 days ago$25 - $32 per hour
...Helpdesk Associate - 26-01137 Onsite in Charolette, NC 1yr Duration Temp W2 ONLY / No C2C Pay Rate = $25 to $32/hr (BOE)... ...industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one...Temporary workWork at officeRemote workFlexible hoursNTT Data Americas, Inc.
Charlotte, NC6 days ago- ...Senior Associate, Real Estate Tax Job Category: Credit Administration Requisition Number: SENIO002368 Posted: May 4, 2026 Full... ...make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit....Full time
Trimont LLC
Charlotte, NC4 days ago - ...Associate, Transaction and Processing CRE Tax Founded in 1988, Trimont is a specialized global commercial real estate loan services... ...make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As...
Trimont LLC
Charlotte, NC3 days ago - ...Helpdesk Associate NTT DATA is a trusted global innovator of business and technology services. We serve 75% of the Fortune Global... ...industry solutions, as well as the development, implementation and management of applications, infrastructure and connectivity. We are one...Work at office
NTT DATA
Charlotte, NC2 days ago - Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It is one of the largest businesses of its kind in the world, specializing in goals‑based wealth...Interim roleImmediate startShift workDay shift
$80k - $95k
...Austin, TX | New York, NY | Boston, MA | Denver, CO | Charlotte, NC | San Francisco, CA | Ashburn, VA Your Role The Sr. Associate, Contract Management plays a key role within the Legal, Risk, Sustainability and Compliance function, supporting end-to-end contract...Contract work$73.72k - $164.57k
KPMG Careers is seeking a Senior Associate to join their State and Local Tax (SALT) practice in Charlotte, North Carolina. This role involves... ...with multi-state alternative investment firms on tax issues, managing client relationships, and conducting in-depth tax research....Local area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Associate. Be the first to apply!
Related searches
- overnight front desk associate Charlotte, NC
- family law associate Charlotte, NC
- call center associate Charlotte, NC
- associate veterinarian Charlotte, NC
- mental health associate Charlotte, NC
- private equity associate Charlotte, NC
- membership associate Charlotte, NC
- purchasing associate Charlotte, NC
- utility associate Charlotte, NC
- trust associate Charlotte, NC