Wealth Analyst

Charleston, SC - USA

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

A well-established financial planning and advisory firm based in North Carolina is seeking a Wealth Planning Associate to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysis working closely with senior professionals throughout the firm.

The ideal candidate will be highly analytical detail-oriented and comfortable working in Excel and PowerPoint. The firm welcomes a wide range of backgroundsfrom recent graduates to experienced professionals seeking a steady team-oriented environment.

Key responsibilities include:

Providing analytical and spreadsheet support across various planning areas.
Assisting with data analysis financial modeling and research projects.
Preparing PowerPoint presentations and related client or internal materials.
Collaborating with senior team members on ongoing projects and strategic initiatives.
Supporting internal planning functions and contributing to firm operations.

This is primarily a behind-the-scenes analytical role with the potential for increased client interaction as the individual gains experience and demonstrates capability.

Qualifications:

Strong analytical and quantitative skills.
Proficiency in Excel and PowerPoint.
Self-motivated eager to learn and able to work independently.
New graduates with exceptional Excel and analytical skills will be considered

Compensation:

Base salary with generous incentives and strong benefits
Local candidates only

This is an excellent opportunity for someone looking to build or continue their career in a stable high-quality firm environment with significant learning potential and long-term growth.

Required Experience: