Careers
We believe the quality of our business is in direct proportion to the quality of our team of associates. We value their individual talents and support their continued professional growth.

McKinley Carter Wealth Services and our affiliated organizations are always seeking friendly, experienced, positive, competent, and ethical professionals to complement existing team members in all of our office locations. We currently have offices in the following locations/communities:
 
Charleston, WV (Branch Office)
Gaithersburg, MD (Branch Office)
Parkersburg, WV (Branch Office)
Pittsburgh, PA (Branch Office)
Wheeling, WV (Corporate Headquarters)


 

CURRENT OPENINGS

Client Coordinator – Financial Planning & Investments (Charleston, WV)

McKinley Carter Wealth Services (MCWS) is seeking a Client Coordinator to be responsible for client service, relationship management, and administration in its Charleston, WV office.  Job duties include:

  • Working directly with financial advisors to prepare and deliver financial planning and wealth management services to valued clients 
  • Processing client paperwork
  • Preparing materials for client meetings
  • Fielding client requests
  • Assisting with investment research
  • Following established firm-wide standard practices and procedures
Qualifications:
  • 3+ years of client service experience within the financial services industry
  • Series 65 license preferred
  • Financial Paraplanner Qualified Professional (FPQP) or equivalent preferred
  • Technologically proficient
  • Excellent interpersonal and communication skills
  • Sharp attention to detail
  • Exceptional organizational skills and the ability to manage priorities
Compensation is commensurate with experience.  In addition, MCWS offers an excellent benefits package including health, dental, vision, and life insurance, as well as a 401(k). 

McKinley Carter is a fast-growing wealth management firm that provides financial planning, wealth management, and trust services to individuals, businesses, and nonprofits.  Having been recognized as a Five Diamond Employer by the WV Chamber of Commerce and named by Investment News as one of the nation’s “Best Places to Work for Financial Advisors,” MCWS has built a positive and healthy corporate culture where dedicated professionals can thrive.  Moreover, the firm is comprised of a close-knit team of people who care deeply about their colleagues, appreciate the contributions of others, and recognize the value of a good sense of humor.

For initial consideration, please email a cover letter and resumé to humanresources@mc-ws.com.

Equal Opportunity Employer


 

Experienced Advisors: If you currently have at least 8 or more years of experience as an advisor, please contact us to discuss our solutions for supporting our advisors. There are immediate employment opportunities at all of our office locations.
 


College Students: From time-to-time and depending upon needs we provide paid or unpaid student internships as well as shadowing opportunities which can lead to future employment with our firm. We generally seek college students who are going into their junior or senior years and who have excelled in their academic life by way of GPA, honors/awards, etc. in such disciplines as, but not limited to, economics, finance, law, accounting, management and technology.


If you have an interest in joining our successful team, please download and complete the employment application provided and submit it along with a cover letter, resume and list of references to humanresources@mc-ws.com. You may also fax your applicant information to 304-230-2401.