What are the responsibilities and job description for the Wealth Management Associate position at Ecg Resources?
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 backgrounds—from recent graduatesto 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:
- Strong analytical and quantitative skills.
- Proficiency in Excel and PowerPoint.
- Self-motivated, eager to learn, and able to work independently.
- New graduates with exceptional Excel and analytical skills will be considered
Compensation:
- Base salary with generous incentives and strong benefits
- Local candidates only
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.