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UHNW Wealth Advisor Legacy

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Corient Careers
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor, Financial Sales
Job Description & How to Apply Below
Position: UHNW Wealth Advisor: Growth & Legacy
A wealth management firm in Charlotte, NC is seeking a motivated Wealth Advisor to build trusted client relationships and deliver customized wealth solutions. The ideal candidate will have at least 8 years of experience in financial services and a proven track record in client acquisition.

This role offers competitive compensation and a supportive team environment focused on professional growth. Responsibilities include identifying potential clients, managing relationships, and delivering holistic wealth strategies.
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