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Remote Planning Associate - Financial Planning & Strategy

$70k - $100k

FPA of Charlotte

Charlotte, NC
  • Remote job

A wealth management firm in Charlotte, NC, is seeking a Planning Associate to support financial planning efforts and enhance client service. The role involves preparing extensive financial plans, conducting analyses, and coordinating implementation. Candidates should have a Bachelor's degree and strong analytical skills, with a preference for those with 2+ years in financial planning. The position is fully remote, requiring candidates to reside within the continental U.S. Competitive salary of $70,000 to $100,000 with benefits is offered. #J-18808-Ljbffr FPA of Charlotte

Vacancy posted 2 days ago
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