THE TEAM YOU WILL BE JOINING:

• Privately-owned investment advisor serving ultra-high net-worth families
• Located in Charlotte, NC, they've been serving families across the Southeast since 2013
• Collaborative and transparent approach, making the experience personalized

WHAT THEY OFFER YOU:

• Exposure to senior leaderships with opportunities to learn and grow
• Support continued education and development
• Collaborative, All hands on deck approach
• Competitive benefits package

WHY THIS ROLE IMPORTANT

• Providing guidance  to advisors and client service team
• Review financial movement with client accounts
• Manage a team of 4 client service associates
• Account maintenance including reporting for book entry assets

THE BACKGROUND THAT FITS

• 7-10 years experience in a financial services setting
• Management experience
• Experience with Fidelity a plus
• Excellent critical thinking skills
• CPA, CFA or CFP certifications a plus
• #LI-KJ1