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Wealth Planning Analyst
Job in
Winston-Salem, Forsyth County, North Carolina, 27104, USA
Listed on 2026-08-22
Listing for:
Scholar Advising
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Scholar Advising is seeking a Financial Advising Analyst in Winston-Salem to transform complex financial data into clear planning recommendations. You will support senior advisers, develop comprehensive financial plans, analyze client information, prepare recommendations, and help manage client meetings.
You are a detail-oriented self-starter committed to fiduciary service, with 1–3 years in financial planning or related roles, pursuing CFP or CFA credentials, and a collaborative approach to
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