Wealth Planning Associate — Portfolio Trading & Advisory
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Portfolio & Asset Management, Wealth Management, Financial Analyst
Graystone Group in Charlotte, NC is seeking a Financial Planning Associate to support the wealth management team. You will work with advisors to execute trades, assist with financial planning activities, and help deliver an exceptional client experience.
Ideal candidates have a finance-related degree and a blend of analytical skills and attention to detail. Experience in financial services is a plus, and the role offers training in trading and portfolio management.
Step into the Wealth Planning Associate — Portfolio Trading & Advisory role at Graystone Group in Charlotte, NC, United States and grow with us.
This posting is for the Wealth Planning Associate — Portfolio Trading & Advisory role at Graystone Group, based in Charlotte, NC, United States.
We are looking to fill the Wealth Planning Associate — Portfolio Trading & Advisory position at Graystone Group in Charlotte, NC, United States.
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