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Portfolio Analyst: Path in Wealth Management
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-03
Listing for:
Modera Wealth Management
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A financial services firm in Charlotte, NC seeks a Portfolio Analyst to manage investment strategies and actively engage with the investment team. This role involves daily trading and compliance with guidelines, while fostering a culture of confident humility and continuous learning. Ideal candidates hold a Bachelor’s Degree, possess CFP or CFA certifications, and have 3-7 years' experience in wealth management.
The firm offers competitive salary, performance bonuses, and generous benefits including PTO and professional growth opportunities.
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