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Health data analyst • charleston sc
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A well-established financial planning and advisory firm based in North Carolina is seeking a Wealth Planning Associate to join its collaborative team. This individual will play a key supporting role across all areas of planning and analysis working closely with senior professionals throughout the firm.
The ideal candidate will be highly analytical detail-oriented and comfortable working in Excel and PowerPoint. The firm welcomes a wide range of backgroundsfrom recent graduates to experienced professionals seeking a steady team-oriented environment.
Key responsibilities include :
- Providing analytical and spreadsheet support across various planning areas.
- Assisting with data analysis financial modeling and research projects.
- Preparing PowerPoint presentations and related client or internal materials.
- Collaborating with senior team members on ongoing projects and strategic initiatives.
- Supporting internal planning functions and contributing to firm operations.
This is primarily a behind-the-scenes analytical role with the potential for increased client interaction as the individual gains experience and demonstrates capability.
Qualifications :
Compensation :
This is an excellent opportunity for someone looking to build or continue their career in a stable high-quality firm environment with significant learning potential and long-term growth.
Required Experience :
IC
Key Skills
Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Organizational skills,Investment Experience,Banking,Securities Law,Financial Planning,Wills
Employment Type : Full Time
Experience : years
Vacancy : 1