Current jobs related to Associate Advisor, Wealth Management - Charlotte - Choreo
-
Wealth Management Associate Advisor
4 weeks ago
Charlotte, North Carolina, United States Choreo Full timeAt Choreo, we are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we have established a robust presence across the nation, operating in more than 40 locations. Our commitment to leveraging technology and promoting equality enables us to exceed...
-
Wealth Management Associate Advisor
4 weeks ago
Charlotte, North Carolina, United States Choreo Full timeAt Choreo, we are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the broader community. With over two decades of experience, we have been addressing the financial planning needs of our clients across numerous locations. Driven by innovative technology and a commitment to equality, we strive to exceed...
-
Wealth Management Associate Advisor
3 weeks ago
Charlotte, North Carolina, United States Choreo Full timeAt Choreo, we are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of experience, we have been addressing the financial planning needs of our clients across a growing network of locations. Driven by innovative technology and a commitment to equality, we strive...
-
Associate Wealth Advisor
6 days ago
Charlotte, United States Jobot Full timeJob DescriptionJob DescriptionNew wealth advisory associate role with quickly growing national wealth management firm!This Jobot Job is hosted by: Chad RockwellAre you a fit? Easy Apply now by clicking the "Apply Now" buttonand sending us your resume.Salary: $80,000 - $120,000 per yearA bit about us:We are a company that is passionate about improving the...
-
Associate Advisor, Wealth Management
4 months ago
Charlotte, United States Choreo Full timeJob DescriptionJob DescriptionAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by...
-
Wealth Management Associate
3 days ago
Charlotte, North Carolina, United States Equitable Services Full timeUnlock Your Potential in Wealth ManagementAt Equitable Advisors, we believe in empowering individuals to make informed financial decisions and achieve their goals. As a Wealth Management Associate, you will play a vital role in helping clients navigate the complexities of wealth management and achieve financial freedom.Key Responsibilities:Build and maintain...
-
Wealth Management Associate
1 week ago
Charlotte, North Carolina, United States Jobot Full time{"Job Title": "Associate Wealth Advisor", "Company Overview": "Jobot is a company that is passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. We've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40 offices and counting. Empowered by technology...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate at a rapidly expanding national financial services firmAbout the Role:We are seeking a dedicated Associate Advisor to support clients, wealth advisors, and team members in various capacities to cater to a clientele comprising affluent families and business proprietors. In this position, you will gain...
-
Wealth Management Associate
2 days ago
Charlotte, North Carolina, United States Jobot Full timeJob OpportunityWe are seeking a highly motivated and detail-oriented Associate Wealth Advisor to join our team at Jobot. As a key member of our client service team, you will be responsible for assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.In this...
-
Wealth Management Associate
1 week ago
Charlotte, North Carolina, United States Choreo Full time{"title": "Associate Advisor, Wealth Management", "description": "Role OverviewAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. Our Charlotte, North Carolina office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various...
-
Wealth Management Associate
21 hours ago
Charlotte, North Carolina, United States Jobot Full timeUnlock Your Potential as a Wealth AdvisorWe are seeking a highly motivated and detail-oriented Associate Advisor to join our team in Charlotte, NC. As a key member of our client service team, you will play a vital role in managing client relationships, developing financial plans, and facilitating best practices.Key Responsibilities:Assist in managing client...
-
Wealth Management Associate
3 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate at a rapidly expanding national financial services firmThis position is hosted by: JobotCompensation: $80,000 - $120,000 annuallyAbout Us:We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate with a rapidly expanding national financial services firmThis position is hosted by: JobotCompensation: $80,000 - $120,000 annuallyAbout Us:We are dedicated to enhancing the financial well-being of our clients, their families, our colleagues, and the communities we serve. With over two decades of...
-
Wealth Management Associate
2 days ago
Charlotte, North Carolina, United States Jobot Full timeRole OverviewNew wealth advisory associate role with a quickly growing national wealth management firm. This position involves assisting clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners.Key ResponsibilitiesServe on the client service team to assist in managing...
-
Wealth Management Associate
4 weeks ago
Charlotte, North Carolina, United States Jobot Full timeExciting opportunity for a Wealth Management Associate with a rapidly expanding national financial services firmAbout the Role:We are seeking a dedicated Wealth Management Associate to support our team in delivering exceptional service to high-net-worth clients and business owners. This position involves collaboration with wealth advisors and team members to...
-
Wealth Management Associate
2 weeks ago
Charlotte, North Carolina, United States Choreo Full timeAbout ChoreoAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here...
-
Wealth Management Associate
2 days ago
Charlotte, North Carolina, United States Jobot Full timeWealth Advisory RoleAs a Wealth Advisory Associate at Jobot, you will play a vital role in serving high-net-worth families and business owners. Your primary responsibilities will include managing client relationships, participating in client and prospect meetings, and developing financial plans using our eMoney financial planning software.About the RoleThis...
-
Wealth Advisor
3 months ago
Charlotte, United States Choreo Full timeAt Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve...
-
Wealth Management Associate
2 days ago
Charlotte, North Carolina, United States Jobot Full timeNew Wealth Advisory Role with Growing National FirmThis is an exciting opportunity to join a quickly growing national wealth management firm as an Associate Advisor. As a key member of our client service team, you will assist in managing client relationships, develop financial plans, and facilitate best practices to ensure compliance requirements are met.Key...
-
Wealth Management Associate | Client Advisory
4 weeks ago
Charlotte, North Carolina, United States FORVIS Full timePosition Overview:FORVIS is on the lookout for a dedicated Wealth Management professional to take on the role of Associate Advisor. This position is pivotal in assisting senior advisors in delivering exceptional service to affluent families within our Private Client practice.Key Responsibilities:Collaborate with a team of wealth management advisors focused...
Associate Advisor, Wealth Management
5 months ago
At Choreo, we are passionate about improving the well-being of our clients, their families, our teammates, and everyone in our communities. For over 20 years, we've worked to meet the financial planning needs of our clients with a coast-to-coast footprint of 40+ locations and counting. Empowered by technology and inspired by equality, we are here to serve our clients beyond what is expected and help them achieve their future.
Our Charlotte, North Carolina office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.
Primary Responsibilities:
- Serve on the client service team to assist in managing client relationships.
- Involvement in client and prospect meetings as well as networking opportunities.
- Develop competency with our eMoney financial planning software to assist in developing financial plans.
- Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.
- Develop competency in our CRM, manage workflows and related documentation requirements.
- Facilitate best practices and assist in monitoring and satisfying compliance requirements.
- Undergraduate Degree, preferably in a business-related field
- Minimum of 3 years in the Wealth Management/Financial Services industry
- Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems
- Excellent verbal and written communication skills for working with prospects, clients, and team members
- Ability to work efficiently, effectively, and independently to see projects through to conclusion
- Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments
- Basic knowledge of income taxes and effects of portfolio transactions on income taxes
- Ability to register as an Investment Adviser Representative-active series 65 registration-or willing to obtain within 90 days of employment
- CFP preferred
At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer:
- Competitive salary and bonus plan
- Competitive medical, dental, and vision plans
- Basic life and disability coverage
- 401(k) matching program
- Financial support for approved designations and courses
- Technical, leadership, sales training opportunities
- Unlimited, discretionary time off
- Paid parental leave
Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion.