Planning & Investment Associate

Charlotte, North Carolina
Feb 17, 2021
Mar 19, 2021
Job Role
Employment Type
Full Time
Entry Level
Experience Level
1-4 years
CFP® Certification
  • Boutique fee-only registered investment advisory firm with more than $250M in AUM is seeking a Wealth Management Associate
  • Prepare investment and financial planning materials for current and prospective clients
  • Assist with financial planning modelling and scenario analysis
  • Generate quarterly and ad hoc performance reports
  • Review portfolio allocations with Investment Policy Statements (IPS) targets
  • Coordinate portfolio rebalancing, tax loss harvesting, and investment strategy changes
  • Organize alternative investment data and update reporting system quarterly
  • Research one-off financial planning and investment-related topics
  • Maintain data aggregation integrations for outside accounts that feed into our systems
  • Assist Director of Client Partnership with maintaining CRM database, client files, compliance reports, trading, and assisting with ongoing client requests
  • Review current Investment Policy Statements and assist with creating and executing for clients
  • Improve systems, provide suggestions, and help the team achieve greater efficiencies
  • Oversee projects to improve firm infrastructure
  • Working towards or obtained a CFP or CFA preferred
  • Experience in wealth management or investment management

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