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Wealth Management Financial Consultant

Wealth Management: Trust & Estate Client Associate II

Job in Burlington, Alamance County, North Carolina, 27215, USA
Listing for: Atlantic Union Bank
Full Time position
Listed on 2026-02-07
Job specializations:
  • Finance & Banking
    Wealth Management, Financial Consultant
Job Description & How to Apply Below
A financial institution in North Carolina is seeking a Client Associate II to provide administrative support within Wealth Management. The role involves serving as the primary contact for clients, monitoring cash balances, and ensuring compliance with trust and estate laws. Ideal candidates will possess a Bachelor's degree, around five to seven years of relevant experience, and excellent communication skills. This position includes participation in an incentive compensation plan and offers a comprehensive benefits package.
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Position Requirements
10+ Years work experience
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