2018 – Summer – Wealth Management Associate

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This position is part of the growing Charlotte, NC office of RSM US Wealth Management LLC and will work with advisors and other team members to serve a client base consisting of high net worth families and business owners.



· Assist with multiple client and practice related projects simultaneously

· Assist with monitoring clients' investment portfolios to provide updates and progress reporting, rebalancing of asset allocation model and implementation of recommendations for portfolio rebalancing

· Prepare & facilitate reports for Advisor for client review meetings

· Assist in development of comprehensive financial plans for clients to identify problem areas, make recommendations and select appropriate investments compatible with the client's goals, risk tolerance, time horizon and expected rate of return

· Use various tools (e.g., Black Diamond, eMoney Advisor, Morningstar, CRM) to research and provide investment portfolio and insurance analysis for prospects and clients

· Consistently follow procedures to be compliant

· Assist with the development and implementation of various business development efforts

· Assist team with miscellaneous other projects as needed


Basic Qualifications:

· Good communication skills for working with prospective clients, clients and team members

· An undergraduate degree in a financial planning related field (business, tax, finance, or accounting)

· Must be very detail oriented

· Acceptable compliance record in prior position(s)

· Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion.

· High proficiency in Excel


Preferred Qualifications:

· Ambition to eventually become registered as an Investment Adviser Representative (Series 65 or designation such as CFP, CFA, ChFC)

· Basic knowledge of investments

· Business experience in the Wealth Management, tax or financial services industry a plus

· Advanced experience with Microsoft office

· Excellent verbal and written communication skills

· Demonstrated client service skills

· Strong mathematical and analytical skills

· Strong attention to detail, accuracy and problem solving skills

· Excellent organizational skills with the ability to prioritize multiple tasks, projects and assignments

· Self-motivated and possess a sense of urgency

· Strong ethical and professional standards

· Flexibility, adaptability and strong team orientation


Job ID req3897
Line of Business: Wealth Management
SubFunction: Family Wealth Services - WM
Job Type: Full Time
Req #: req3897
Location: 4725 Piedmont Row Drive, Ste. 300, Charlotte, NC US
Region: Southeast Region
Job Category: Wealth Management
Employment Type: Campus Associate
Degree Required: Bachelor
Travel: Yes
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