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Financial Consultant Financial Services

Client-Facing Equities Portfolio Specialist

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Allspring Global Investments
Full Time position
Listed on 2026-03-06
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services
Salary/Wage Range or Industry Benchmark: 85000 - 95000 USD Yearly USD 85000.00 95000.00 YEAR
Job Description & How to Apply Below
A financial services company based in Charlotte, NC, is seeking a Portfolio Specialist Associate to support equity and multi-asset teams. The candidate will develop relationship-building skills and work closely with sales teams, focusing on client communication, market insights, and portfolio commentary. Required qualifications include 0-3 years in a similar role, strong communication abilities, and technical proficiency with various tools. The role operates in a hybrid model, requiring in-office work four days a week.

Compensation ranges from $85,000 to $95,000.
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