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Financial Consultant Wealth Management Financial Advisor

Senior UHNW Wealth Advisor | Estate & Tax Planning

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: Vanguard
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading investment management firm is seeking a Senior Wealth Advisor to manage relationships with ultra-high-net-worth clients. You will deliver personalized investment strategies and collaborate with specialists to achieve long-term financial goals. Candidates should have a minimum of 10 years of experience in relationship management, possess a CFP designation, and an undergraduate degree. The role offers a hybrid working model, allowing flexibility while maintaining strong in-person collaboration.
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Position Requirements
10+ Years work experience
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