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Wealth Management

Senior Private Wealth Advisor to UHNW Families

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Coda Search│Staffing
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Wealth Management
  • Management
    Wealth Management
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory team. The role involves acting as a primary advisor to high net worth families, managing investments, estate planning, and philanthropy. Candidates should have a minimum of 10 years in wealth management and a portable book of at least $25 million in assets.

The position offers a competitive base salary, performance-based incentives, and a pathway to ownership.
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Position Requirements
10+ Years work experience
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