<p>We are looking for a motivated entry-level Associate to join a fee-based wealth management practice in South Charlotte. This role involves supporting a senior financial advisor by assisting with investment-related tasks, paraplanning, and maintaining client accounts. The ideal candidate will play a key role in ensuring the seamless execution of client strategies.</p><p><br></p><p>Responsibilities:</p><p>• Conduct routine monthly trading and portfolio rebalancing in compliance with regulatory guidelines.</p><p>• Analyze and research investment funds to identify issues such as allocation drift, excess cash, or underperforming assets.</p><p>• Assist in financial planning and modeling by using specialized planning software.</p><p>• Perform account audits, beneficiary reviews, and prepare tax-related documentation during tax season.</p><p>• Coordinate the annual client maintenance and marketing calendar, including newsletters and event planning.</p><p>• Provide backup support for account administration tasks when needed.</p>

• High school diploma is required; some college coursework is preferred.<br>• Previous experience in a financial advisory or investment office is highly desirable.<br>• Familiarity with financial advisory terminology and compliance standards is essential.<br>• Strong organizational skills, attention to detail, and a high level of trustworthiness; all candidates are required to undergo screening.<br>• Willingness to pursue Series 7 licensing if not already obtained.

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