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Robert Half · Finance

Junior Associate

United States, Matthews Employment contract · Job Posted April 27, 2026

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Job Description

We are looking for a motivated entry-level Associate to join a fee-based wealth management practice in South Charlotte. This role involves supporting a senior financial advisor by assisting with investment-related tasks, paraplanning, and maintaining client accounts. The ideal candidate will play a key role in ensuring the seamless execution of client strategies.

Job Responsibility

Conduct routine monthly trading and portfolio rebalancing in compliance with regulatory guidelines
Analyze and research investment funds to identify issues such as allocation drift, excess cash, or underperforming assets
Assist in financial planning and modeling by using specialized planning software
Perform account audits, beneficiary reviews, and prepare tax-related documentation during tax season
Coordinate the annual client maintenance and marketing calendar, including newsletters and event planning
Provide backup support for account administration tasks when needed

Requirements

High school diploma is required
some college coursework is preferred
Previous experience in a financial advisory or investment office is highly desirable
Familiarity with financial advisory terminology and compliance standards is essential
Strong organizational skills, attention to detail, and a high level of trustworthiness
all candidates are required to undergo screening
Willingness to pursue Series 7 licensing if not already obtained

Nice to have

Series 7 licensing

What we offer

medical, vision, dental, and life and disability insurance
company 401(k) plan

Robert Half - All Job Offers

Matthews

Junior Associate

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