Wealth Management Associate — Client Experience Lead

PowerToFly; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Comprehensive employee benefits

Opportunities for professional development

Collaborative work environment

Job summary

PowerToFly is looking for a Wealth Management Associate to deliver exceptional service to clients, supporting Financial Advisors and teams. The role emphasizes building trusted relationships and enhancing client experiences. Key responsibilities include client service coverage, assisting in digital marketing efforts, and business development support.

The ideal candidate will have 5+ years in a relevant field, a four-year degree, and active financial certifications. Strong leadership, communication, and organizational skills are essential, along with proficiency in MS Office applications.

Qualifications

• 5+ years of work experience in a relevant field is required.
• Active Series 7 and Series 66 or Series 63 and Series 65 are required.
• Strong interpersonal, writing, and client service skills are essential.

Responsibilities

• Provide exceptional client service to Financial Advisors and teams.
• Assist with business development tasks, including marketing strategies.
• Execute administrative elements of client interactions and reporting.

Skills

Strong interpersonal skills

Leadership skills

Time management skills

Detail oriented

Team player

Education

Four-year college degree or professional certification

5+ years of work experience

Active Series 7, Series 66 or Series 63 and Series 65

Tools

MS Office (particularly MS Excel)

Internet applications

Job description

PowerToFly is looking for a Wealth Management Associate to deliver exceptional service to clients, supporting Financial Advisors and teams. The role emphasizes building trusted relationships and enhancing client experiences. Key responsibilities include client service coverage, assisting in digital marketing efforts, and business development support.

The ideal candidate will have 5+ years in a relevant field, a four-year degree, and active financial certifications. Strong leadership, communication, and organizational skills are essential, along with proficiency in MS Office applications.