Associate Financial Advisor
Pinzker & Associates, LLC
Charlotte, NC0–2 yrs5h agovia LinkedIn
This job at a glance
- Who can apply
- New grads and up to 2 years · Bachelor's degree
- Must know
- OnboardingFinancial analysisMicrosoft OfficeCRM
- Work
- On-site in Charlotte
- Pay
- Not stated by the employer.
- Listed
- Nov 5, 2026 · still open
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About the Role
Pinzker & Associates, LLC is a full-service wealth management firm. The Associate Financial Advisor role is a full-time, on-site position based in Charlotte, NC. This role supports senior advisors in delivering comprehensive financial planning and investment guidance.
Key Responsibilities
- Client onboarding
- Data gathering
- Preparation of financial analyses and reports
- Collaborating with team members to implement recommendations
- Monitoring client accounts
- Ensuring accurate documentation
- Maintaining compliance with firm policies and regulatory requirements
- Ongoing learning about financial markets, products, and planning strategies
Requirements & Tech Stack
- Financial Planning software
- Portfolio management tools
- Microsoft Office
- CRM experience (beneficial)
Qualifications
- Strong skills in Financial Planning and Retirement Planning
- Solid knowledge of Finance and Investments
- Experience in Financial Advisory and client relationship management
- Relevant bachelor’s degree in finance, economics, business, or a related field
- Progress toward CFP®, CFA®, or similar designation (a plus)
- Excellent analytical, quantitative, and problem-solving abilities
- Strong attention to detail
- Clear, professional written and verbal communication skills
- Ability to explain complex concepts in accessible terms
- High ethical standards
- Fiduciary mindset
- Commitment to regulatory compliance