Website CharCitySchools Charlotte City Schools
Empowering Future Leaders
Job Description
About the Role
Launch your career in financial advising. You’ll support client account creation and growth plans under mentor supervision.
Responsibilities
- Prepare financial reports/plans
- Analyze market trends
- Assist with client education sessions
- Support tax planning services
- Maintain compliance documentation
Requirements
- Bachelor’s degree in finance/business
- 1+ years related experience
- Strong analytical skills
- Ability to work independently/team
Benefits
- Health, dental, vision insurance
- 401(k) matching
- Paid certifications
- Professional development/MBA reimbursement
About the Company
Our wealth management firm manages $1B+ in assets for 4,000+ clients. We focus on career growth, ethical investing, and comprehensive benefits.
Job ID: junior-financial-planner-GyKQ3
