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Financial Consultant

Wealth Planning Assistant

Job in Concord, Cabarrus County, North Carolina, 28027, USA
Listing for: Aspire Private Capital
Full Time position
Listed on 2026-03-11
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm located in North Carolina seeks a dedicated professional to assist in developing and managing comprehensive financial plans for clients. Responsibilities include gathering data, analyzing client situations, executing trades, and collaborating with advisors. A background in financial planning, effective communication skills, and familiarity with asset allocation are essential. This role promises a supportive environment focused on client satisfaction over metrics, promoting internal growth and advancement for successful candidates.
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