- Salary
- $65k - $90k
- Experience
- 1+ yrs
- Location
- Charlotte, North Carolina, United States
- Job type
- Full-time
Required skills
- Salesforce
- Microsoft Office Suite
- G-Suite
- NetDocs
- Docusign
About the role
1+ year RIA/wealth management experience; experience with major custodians (Fidelity, Charles Schwab, Altruist); strong computer skills including Salesforce, Microsoft Office Suite, G-Suite; bachelor's or associate degree preferred; must be in greater Charlotte area.
About Ritholtz Wealth Management
Employee-owned New York RIA providing fee-only wealth management and financial planning for individuals and institutions.
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