Wealth Management Associate

ECG ResourcesCharlotte, NC

Apply with Sonara

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.¹

Reclaim your time by letting our AI handle the grunt work of job searching.

We continuously scan millions of openings to find your top matches.

Overview

Remote

On-site

Job Description

Wealth Management Associate | Charlotte

A well-established UHNW wealth management firm in Charlotte, North Carolina, is seeking an Associate to join its collaborative, team-driven environment. This role supports senior advisors across core planning and investment functions. The firm is open to candidates with 3–5 years of investment or wealth planning experience.

Key Responsibilities

• Support tax and strategic wealth planning for UHNW clients

• Work closely with the CIO and investment professionals regarding portfolio construction

• Build and maintain financial models, spreadsheets, and analyses

Qualifications and Experience

• 3+ years of experience

• CFP or other professional designations are a big plus

• Strong analytical and quantitative skills

• Advanced Excel proficiency and solid PowerPoint skills

• Strong communication skills and ability to growth into a more client facing role

Base salary with generous incentives and strong benefits. Local candidates only.

Automate your job search with Sonara.

Submit 10x as many applications with less effort than one manual application.

Apply with Sonara Apply manually

FAQs About Wealth Management Associate Jobs at ECG Resources

What is the work location for this position at ECG Resources?

This job at ECG Resources is located in Charlotte, NC, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at ECG Resources?

Employer has not shared pay details for this role.

What employment applies to this position at ECG Resources?

The employer has not provided this information. This may be discussed during the hiring process.

What is the process to apply for this position at ECG Resources?

You can apply for this role at ECG Resources either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.