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Financial Advisor Financial Services

UHNW Client Advisor & Senior Associate

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Vanguard
Full Time position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Job Description & How to Apply Below
A leading financial services company is seeking an Ultra High Net Worth Client Case Representative, Senior Associate, in Charlotte, NC. This role requires serving as the initial contact for UHNW clients, resolving complex account issues, and providing investment guidance. Candidates should have a minimum of three years' experience in Financial Services and must be licensed or able to obtain necessary financial licenses.

Benefits include extensive training, competitive compensation, and a supportive work environment.
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Position Requirements
10+ Years work experience
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