Junior Associate

We are looking for a motivated entry-level Associate to join a fee-based wealth management practice in South Charlotte. This role involves supporting a senior financial advisor by assisting with investment-related tasks, paraplanning, and maintaining client accounts. The ideal candidate will play a key role in ensuring the seamless execution of client strategies.

Responsibilities:

Conduct routine monthly trading and portfolio rebalancing in compliance with regulatory guidelines. Analyze and research investment funds to identify issues such as allocation drift, excess cash, or underperforming assets. Assist in financial planning and modeling by using specialized planning software. Perform account audits, beneficiary reviews, and prepare tax-related documentation during tax season. Coordinate the annual client maintenance and marketing calendar, including newsletters and event planning. Provide backup support for account administration tasks when needed. High school diploma is required; some college coursework is preferred. Previous experience in a financial advisory or investment office is highly desirable. Familiarity with financial advisory terminology and compliance standards is essential. Strong organizational skills, attention to detail, and a high level of trustworthiness; all candidates are required to undergo screening. Willingness to pursue Series 7 licensing if not already obtained. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice . Junior Associate 3.9 3.9 out of 5 stars Matthews, NC 28105 $60,000 - $75,000 a year Robert Half 13,767 reviews $60,000 - $75,000 a year We are looking for a motivated entry-level Associate to join a fee-based wealth management practice in South Charlotte. This role involves supporting a senior financial advisor by assisting with investment-related tasks, paraplanning, and maintaining client accounts. The ideal candidate will play a key role in ensuring the seamless execution of client strategies.

Responsibilities:

Conduct routine monthly trading and portfolio rebalancing in compliance with regulatory guidelines. Analyze and research investment funds to identify issues such as allocation drift, excess cash, or underperforming assets. Assist in financial planning and modeling by using specialized planning software. Perform account audits, beneficiary reviews, and prepare tax-related documentation during tax season. Coordinate the annual client maintenance and marketing calendar, including newsletters and event planning. Provide backup support for account administration tasks when needed. High school diploma is required; some college coursework is preferred. Previous experience in a financial advisory or investment office is highly desirable. Familiarity with financial advisory terminology and compliance standards is essential. Strong organizational skills, attention to detail, and a high level of trustworthiness; all candidates are required to undergo screening. Willingness to pursue Series 7 licensing if not already obtained. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice .