Wealth Planning Associate: Client & Ops
Job in
High Point, Guilford County, North Carolina, 27264, USA
Listed on 2026-06-26
Listing for:
Windward Recruiting
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
A privately-owned wealth management firm is seeking a dedicated Financial Planner to ensure smooth operations, assist with financial planning, and deliver exceptional client experiences. The ideal candidate has a Bachelor's degree in a related field, 3-7 years of experience in financial services, and strong organizational skills. This role includes preparing financial analyses, managing client information, and aiding in compliance requirements.
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Position Requirements
10+ Years
work experience
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