Altius Wealth in Raleigh is seeking an Associate Wealth Management Advisor (AWMA) to join their team. This individual will focus on client service, including building and amending financial plans, as well as servicing new and existing investment accounts. Specific responsibilities may include but are not limited to: Proposal & Case Preparation Gathering information for WMA meetings with client/prospect Preparing advisory annual review information Preparing letter of instruction for client signature Preparing needs-based analysis, or financial plan Participating in client meetings for financial or investment plan development or presentation, when necessary Client Service & Operatio