Attorney in Charlotte, NC

In-House

Charlotte, NC

Attorney in Charlotte, NC

Non-practicing Attorney

3-5 yrs required

No

Job Title: Senior Wealth Strategy Associate

Job Responsibilities:
- Develop various wealth management plans and strategies, including financial plans, investment plans, and more.
- Build tailored plans and strategies based on an understanding of client needs, goals, and risk tolerance.
- Utilize the tools and resources of the company, along with knowledge of financial planning, tax and investing strategies, insurance, pension plans, estate plans, and cash flow management.
- Participate with Financial Advisors in client conversations to gather necessary information for developing tailored plans.
- Prepare financial plans and investment strategies for clients.
- Actively participate in presenting proposals to clients.

Education and Experience Information:
- Ideally 3-5 years of financial services experience.
- Bachelor degree preferred; master degree in finance, business administration, accounting, or law preferred.
- Series 7 and 66 required as well as insurance licensing.
- CFP / CIMA or CFA preferred.
- Strong analytical skills and deep knowledge of investments.
- Excellent written and verbal communication skills.
- Team player with strong interpersonal skills.
- Expertise in Microsoft Office.

Salary Information:
The text does not provide specific salary information.