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Wealth Management Financial Advisor / Consultant Portfolio & Asset Management

Wealth Planning Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-08-02
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Salary/Wage Range or Industry Benchmark: 75000 - 90000 USD Yearly USD 75000.00 90000.00 YEAR
Job Description & How to Apply Below
Focus Financial Partners in Charlotte, NC is seeking an Associate Wealth Advisor to collaborate with a planning-centric team. The role involves managing client relationships, creating personalized financial plans, and drafting investment strategies. Candidates should have a Bachelor's degree and over 2 years of financial planning experience. This position offers a hybrid schedule. The ideal candidate possesses strong interpersonal skills and knowledge of financial products.
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Position Requirements
10+ Years work experience
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