Top Tech Jobs & Startup Jobs in Charlotte, NC

Assist clients and wealth advisors in managing relationships, preparing financial plans, and ensuring compliance in a wealth management firm.

The Corporate Development Analyst conducts market research, financial analysis, due diligence, and project management to support mergers and acquisitions.

The Senior Wealth Strategist will lead estate planning services, educate clients and advisors, and collaborate with legal and financial professionals on complex strategies.

The Associate of Advisory Operations supports the operations team by managing client relationships, processing trades, and assisting in advisory projects while ensuring compliance with firm procedures.

The Senior Financial Planner will guide wealth advisors in financial and tax planning, enhance planning tools, and develop strategies for client-centric and firm-wide initiatives.