Wealth Management Associate - Destination Wealth Advisors
About The Position
Destination Wealth Advisors is a small but growing wealth management first that believes financial advice should feel personal, thoughtful, and long-term. We collaborate closely with individuals, families, and business owners to help them make smart decisions about their money and build confidence in their financial future. Because we are a smaller firm, you will not be stuck doing just one task all day. You will get real experience from day one. We are seeking a detail-oriented, organized professional to join our team in a non-advisor role. This position is ideal for someone who enjoys structure, problem-solving and supporting a team – and wants to build a long-term career in financial services without pursuing a financial advisor path. You will play a key role in delivering an exceptional client experience while keeping our operations running smoothly behind the scenes. This role is not a sales position and is not designed as a pathway to becoming a financial advisor. It is an opportunity to build expertise in client service, financial operations, and practice management within a growing firm. This opportunity is an in-office position (4 days/week, 1 day/remote) in the heart of Mooresville.
Requirements
- Associates or Bachelor’s degree in finance, business, economics, related field OR two or more years in the banking or financial industry (preferred)
- Strong organization and time management skills
- Clear, professional communication skills
- Comfortable with Excel, spreadsheets and learning new software
- Positive, dependable team player who is eager to learn
Responsibilities
- Coordinate & manage client account paperwork and processing
- Assist with account openings, transfers, and maintenance
- Respond to client service requests promptly and professionally
- Monitor pending transactions and follow through to completion
- Ensure everything is handled accurately and on time
- Maintain accurate client records in CRM systems
- Support compliance & documentation standards
- Help advisors stay organized and prepared
- Monitor workflows and identify process improvements
- Contribute to a smooth high-quality client experience
Benefits
- competitive compensation
- a collaborative environment
- opportunities for professional development within the operational side of the business
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
