Wealth Planning Associate – Client-Focused Advisor

Claire Myers Consulting; Charlotte (NC); Hybrid; USD 90,000 - 105,000; Full time

Job summary

Claire Myers Consulting is seeking an experienced Service Advisor in Charlotte, NC, to join our established wealth management team. This in-office role offers flexibility and entails supporting lead advisors, participating in client meetings, and delivering proactive, high-touch service to an existing client base.

You will gather client data, prepare comprehensive financial planning analyses, and help implement investment, insurance, and risk management strategies.

Qualifications

• 4–6 years of wealth management, financial planning, or related financial services experience
• Strong client-facing experience in advisory environments
• Comfortable discussing financial planning strategies and presenting analyses
• Bachelor's degree in Finance, Business, Economics, or related field
• Series 7 and Series 63 licenses (or equivalent)
• Life & Health Insurance License

Responsibilities

• Serve as a second chair to lead advisors in client meetings
• Gather and analyze client financial information
• Prepare financial planning analyses across retirement, investments, insurance, estate planning, tax planning, and cash flow
• Develop planning recommendations and presentation materials for client meetings
• Review financial plans for accuracy and alignment with client goals
• Update financial plans as client circumstances change
• Document meeting notes, action items, and follow-up activities
• Serve as a point of contact for client questions and ongoing service needs
• Maintain regular communication with clients and ensure planning recommendations are implemented
• Assist with portfolio analysis and investment reviews
• Monitor client accounts and identify potential planning opportunities
• Support the implementation of investment, insurance, and risk management strategies
• Coordinate with internal specialists and outside professionals when appropriate
• Maintain accurate client records and documentation within planning and CRM systems
• Help ensure client needs and deliverables stay on track
• Contribute to process improvements that enhance client experience

Skills

Wealth management experience

Client meetings

Financial planning

Analytical skills

Communication skills

Organizational skills

Education

Bachelor's degree in Finance or related field

Job description

Claire Myers Consulting is seeking an experienced Service Advisor in Charlotte, NC, to join our established wealth management team. This in-office role offers flexibility and entails supporting lead advisors, participating in client meetings, and delivering proactive, high-touch service to an existing client base.

You will gather client data, prepare comprehensive financial planning analyses, and help implement investment, insurance, and risk management strategies.