Wealth Planning Analyst
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant, Financial Analyst
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
The Wealth Planning Analyst role at Scholar Advising is now open for applications in Winston-Salem, NC, United States.
The advertised compensation is 65.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Planning Analyst role in the description above.
We appreciate your interest in this position.
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