Wealth Management Associate
ECG Resources
Charlotte, NC · Posted October 12, 2026
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November 2026
- #2Best cities for manufacturing and industrial jobs645 openings · of 100
- #2Cities with the most jobs that do not need a four-year degree in the Southeast298 jobs · of 72
- #3Best cities for software and engineering jobs in the Southeast654 openings · of 65
- #5Best cities for financial services jobs726 openings · of 90
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- #8Best cities for healthcare pay after cost of living$143k · of 24
How AI is used in this kind of work
Among personal financial advisors, AI is already used for a large share of the tasks. Measured exposure for personal financial advisors: 35% (high).
Share of this job’s tasks that AI is already used for at work, from real usage. It is not a forecast of job loss, and a low number means no use seen yet. Source: Anthropic Economic Index.
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About the job
Wealth Management Associate | Charlotte
A well-established UHNW wealth management firm in Charlotte, North Carolina, is seeking an Associate to join its collaborative, team-driven environment. This role supports senior advisors across core planning and investment functions. The firm is open to candidates with 3–5 years of investment or wealth planning experience.
Key Responsibilities
• Support tax and strategic wealth planning for UHNW clients
• Work closely with the CIO and investment professionals regarding portfolio construction
• Build and maintain financial models, spreadsheets, and analyses
Qualifications and Experience
• 3+ years of experience
• CFP or other professional designations are a big plus
• Strong analytical and quantitative skills
• Advanced Excel proficiency and solid PowerPoint skills
• Strong communication skills and ability to growth into a more client facing role
Base salary with generous incentives and strong benefits. Local candidates only.