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Wealth Management Assistant — Path to Financial Advisor
Job in
Raleigh, Wake County, North Carolina, 27601, USA
Listed on 2026-08-15
Listing for:
Jaffe Tilchin Wealth Management
Full Time
position Listed on 2026-08-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jaffe Tilchin Wealth Management in Raleigh, NC is seeking a Paraplanner / Financial Advisor Associate to support the advisory team and develop into a financial advisor. The role balances day-to-day office administration—calendar management, meeting prep, notes, and client requests—with increasing involvement in financial planning, portfolio reviews, and client communications.
Ideal candidates are organized, reliable, and eager to learn, with a finance-related degree and interest in licenses or
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