Wealth Analyst

A well-established financial planning and advisory firm based in North Carolina is seeking a Wealth Planning Associate to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysis working closely with senior professionals throughout the firm.

The ideal candidate will be highly analytical detail-oriented and comfortable working in Excel and PowerPoint. The firm welcomes a wide range of backgroundsfrom recent graduates to experienced professionals seeking a steady team-oriented environment.

Key responsibilities include :

• Providing analytical and spreadsheet support across various planning areas.
• Assisting with data analysis financial modeling and research projects.
• Preparing PowerPoint presentations and related client or internal materials.
• Collaborating with senior team members on ongoing projects and strategic initiatives.
• Supporting internal planning functions and contributing to firm operations.

This is primarily a behind-the-scenes analytical role with the potential for increased client interaction as the individual gains experience and demonstrates capability.

Qualifications :

Compensation :

This is an excellent opportunity for someone looking to build or continue their career in a stable high-quality firm environment with significant learning potential and long-term growth.

Required Experience :

IC

Key Skills

Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills

Employment Type : Full Time

Experience : years

Vacancy : 1