Ms
Wealth Management Associate
Charlotte, North Carolina, United States of America
Sponsorship not specifiedDetected 1 day ago
Business DevelopmentExcelResearchLeadershipTime ManagementAdaptabilityOrganizational SkillsMicrosoft Office
> stay_score
odds of building a lasting career here
16Unrated
Cap-exempt (no lottery)0
Sponsors this role0
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
No strong sponsorship signal in the public record yet. In the full product we resolve the exact legal entity and show its filing history with a confidence score — treat as unverified until then.
Lottery odds assume a STEM candidate.
Personalize to your clock →> community_outcomes
No reports yet — be the first to help the next applicant.
About the role
- Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and their focus will be on delivering an exceptional client experience.
- In supporting Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams, this role will focus on assisting in areas such as digital marketing, portfolio holdings and/or proposal tools and financial planning.
- We do it in a way that's differentiated - and we've done that for 90 years.
Responsibilities
- Cultivating relationships with business partners and colleagues internally and externally
- Business Development Support:
Skills
- 5+ years of work experience in a field relevant to the position required
- Four-year college degree or professional certification preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Additional product licenses may be required Knowledge/Skills
- Strong leadership skills
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office (particularly MS Excel) and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
Benefits
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
- Client Service: As a senior member of the service team, provide coverage for an FA/PWA/team including:
- EDUCATION, EXPERIENCE, KNOWLEDGE and
This listing is sourced directly from Ms's careers page and normalized into a canonical job model.