Hiring: Wealth Management Client Associate Company: The Pines Wealth Management Location: Southern Pines, NC Job Posted Time: 2026-09-16 11:42:02 Target Skills & Keywords : Financial Planning, Series 66, Series 7, Wealth Management About the job Required Skills: •The Pines Wealth Management (TPWM) is a Registered Investment Advisory (RIA) firm that focuses on comprehensive financial planning and discretionary asset management for affluent individuals, companies and institutions. TPWM specializes in goals-based planning for retirement, education, legacy and all-encompassing financial life objectives. •TPWM’s Advisors and Associates help clients pursue and achieve the life they envision through personal relationships committed to their needs. The foundation of our client relationship is mutual trust and ongoing transparent dialogue. TPWM assists clients with all aspects of their financial lives. •Serve as a primary point of contact for client service needs •Assist with account inquiries, service requests, and follow-up •Coordinate client meetings and prepare meeting materials •Maintain accurate client records and CRM updates •Process account opening and maintenance paperwork through our custodian •Facilitate ACAT transfers and money movement requests Qualifications: •Series 66 or willingness to obtain •3 + years experience in wealth management and financial services Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!