Private Wealth Associate (Remote) — Real Estate Credit

Dwight Securities Management LLC; Charlotte (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Dwight Securities Management LLC is seeking an Associate to join the private wealth team. You will collaborate with senior leadership across distribution, investments and product to drive capital raising via RIAs, wirehouses, private banks, and broker-dealers, while supporting advisors and institutional partners.

The role emphasizes relationship-building, outreach, and due diligence materials, with a focus on compliance and CRM-driven territory management.

Qualifications

• Active securities licenses required (Series 7 and Series 63/66).
• 2–4+ years in sales support, business development, or client service in financial services or asset management.
• Bachelor’s degree or equivalent in financial services or related field.

Responsibilities

• Partner with senior team members to drive capital raising and business development across intermediary channels.
• Conduct outreach and virtual meetings with approved advisors and institutional partners to cultivate opportunities.
• Provide high-touch support to financial advisors and their teams with fund strategies, performance, and subscription logistics.

Skills

Series 7 licenses

Series 63/66 licenses

Sales support

Business development

Client service

Verbal communication

CRM experience

Microsoft Office

Education

Bachelor's degree

Tools

Salesforce

Microsoft Office Suite

Job description

Dwight Securities Management LLC is seeking an Associate to join the private wealth team. You will collaborate with senior leadership across distribution, investments and product to drive capital raising via RIAs, wirehouses, private banks, and broker-dealers, while supporting advisors and institutional partners.

The role emphasizes relationship-building, outreach, and due diligence materials, with a focus on compliance and CRM-driven territory management.