Associate Wealth Advisor — Client-Focused Growth Path

Coastal Bridge Advisors, LLC; Charlotte (NC); Vor Ort; USD 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Bonus eligibility

Benefits

Zusammenfassung

Coastal Bridge Advisors, LLC in Charlotte, NC seeks an Associate Wealth Advisor to work closely with Wealth Advisors to support client relationships and deliver personalized wealth management services.

This role is ideal for someone analytical, proactive, and eager to develop expertise while taking on greater client-facing responsibilities; we offer collaborative environment, growth opportunities, competitive salary, and benefits.

Qualifikationen

• Bachelor's degree in finance, financial planning, economics, accounting, or a related field.
• CFP designation is preferred.
• 3-5 years of experience in wealth management, financial planning, investment management, or a related financial-services environment.
• Strong analytical, organizational, and communication skills.
• Exceptional attention to detail and follow-through.

Aufgaben

• Partner with Wealth Advisors to support relationships with high-net-worth individuals and families.
• Prepare for and participate in client meetings, documenting recommendations and coordinating follow-up.
• Assist in developing and updating financial plans, analyses, and client presentations.
• Research and respond to client planning and account-related needs.
• Coordinate with investment, tax, estate, and other professionals as appropriate.

Kenntnisse

Analytical skills

Organizational skills

Communication skills

Client relationship building

Ausbildung

Bachelor's degree in finance or related field

CFP designation preferred

Tools

eMoney

Salesforce

Orion

Addepar

Custodian platforms

Jobbeschreibung

Coastal Bridge Advisors, LLC in Charlotte, NC seeks an Associate Wealth Advisor to work closely with Wealth Advisors to support client relationships and deliver personalized wealth management services.

This role is ideal for someone analytical, proactive, and eager to develop expertise while taking on greater client-facing responsibilities; we offer collaborative environment, growth opportunities, competitive salary, and benefits.