Private Wealth Advisor — High-Net-Worth
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-13
Listing for:
Mycgfinancial
Full Time
position Listed on 2026-01-13
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A leading financial services firm is seeking a Private Wealth Advisor in Charlotte, NC, to manage relationships with high-net-worth clients and develop new opportunities. The ideal candidate has a Bachelor’s degree in Finance or a related field, CFP® designation, and over 5 years of experience. Responsibilities include delivering comprehensive wealth management strategies, collaborating with specialists, and achieving client satisfaction. The firm provides a competitive compensation model and strong support for professional growth.
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