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 backgrounds—from recent graduates to experienced professionals seeking a steady, team-oriented environment.
Key responsibilities include:
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.
Wealth Analyst • Charleston, NC, United States
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