Wealth Management Associate

We are seeking a professional Wealth Management Associate to join a growing team in Greenville, SC. This is a full time, permanent/direct hire position. The ideal candidate will have 2+ years of experience working in a client services role in the wealth management industry.

Responsibilities:

• Support financial advisors with financial planning analysis, strategy implementation, and preparation for client meetings
• Assist in developing and maintaining comprehensive financial plans, retirement projections, and investment-related analyses
• Coordinate client onboarding activities, account setup, and ongoing service requests
• Prepare, process, and monitor account documentation while ensuring accuracy and compliance with established procedures
• Serve as a key point of contact for client inquiries and provide responsive, high-quality service
• Track action items, follow through on client and advisor requests, and ensure timely completion of deliverables
• Maintain accurate client records, data integrity, and documentation across internal systems and platforms
• Help optimize workflows and leverage technology to improve efficiency, reporting, and client service processes
• Collaborate with advisors and team members on operational initiatives, process improvements, and special projects
• Adhere to industry regulations, compliance requirements, and internal policies

Qualifications:

• Bachelor's degree in Finance, Financial Planning, Accounting, Economics, Business, or a related discipline preferred
• 2-5 years of experience in wealth management, financial planning, financial services, or a related field
• Professional certifications or licenses such as CFP®, CFA®, CPA, SIE®, Series 7, Series 66, or progress toward obtaining a relevant credential
• Strong analytical, organizational, and problem-solving skills
• Strong Excel Skills
• Ability to manage multiple priorities and deadlines in a fast-paced environment
• Excellent written and verbal communication skills
• Proficiency with business technology and the ability to quickly learn new systems and digital tools

Hours:

• Monday to Friday (8am to 5pm)
• 100% Onsite

Compensation & Benefits:

• $50,000 - $70,000
• Performance-based bonus opportunities
• 401(k) retirement plan with employer match
• Company Paid Holidays
• Paid Time Off (PTO)
• Professional development, continuing education, licensing, and certification support
• Collaborative team environment with opportunities for advancement and increased responsibility