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Senior Investment Strategist, Retirement Plans

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Work180
Full Time position
Listed on 2026-10-18
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Financial Analyst, Financial Advisor / Consultant
Salary/Wage Range or Industry Benchmark: 126000 - 180000 USD Yearly USD 126000.00 180000.00 YEAR
Job Description & How to Apply Below

NFP, an Aon company, seeks a Senior Investment Analyst in Charlotte, NC to serve as a key member of the investment team, analyzing managers and vehicles and delivering recommendations to clients. A salary with an annual performance bonus and potential commissions, based on licenses, is offered.

The role requires strong communication skills, CFA status (preferred), and expertise in asset allocation, portfolio construction, and risk analysis.

Consider building your career as a Senior Investment Strategist, Retirement Plans at Work
180.

We appreciate your interest in this position.

Join Work
180 and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.

This posting is for the Senior Investment Strategist, Retirement Plans role at Work
180, based in Charlotte, NC, United States.

We are looking to fill the Senior Investment Strategist, Retirement Plans position at Work
180 in Charlotte, NC, United States.

Position Requirements
10+ Years work experience
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