Construction supervisor Jobs in Charlotte, NC

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 75,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our Charlotte, NC office is looking for a Client Service Associate to serve as the liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.

This is an on-site position; Monday-Friday, regular business hours.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $55,000.00 to $60,000.00 , exclusive of bonuses and benefits. This role is also eligible for a discretionary bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.

Primary Job Functions

• Responds to and resolve client requests; complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.
• Ensures accurate completion of prospect / new client paperwork / set up
• Maintains Salesforce-CRM database and client files (Filing, copies, data input)
• Research and follow up on any issues with the Broker / Dealer, WEG Operations, and vendors
• Record incoming assets to the appropriate blotting tool
• Learn Company product suitability guidelines, financial operational processes, and financial sales processes
• Support client service functions for all teams as requested.

Education / Qualifications

WEG hires employees and makes decisions about their salary qualifications based on factors such as : the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. Thus, the entire salary range for those who are classified as the Associate level is $51,450.00 to $84,000.00.

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LI-ONSITE

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful : health and wellness, financial well-being, professional development, and work / life harmony. You may participate in the following benefits & development opportunities :

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700

Information provided on this application will be kept confidential and only be shared with those involved in the selection process.

Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.

Click the following link to view Federal and E-Verify posters : Link

OSHA Requirements : This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.