Senior Private Wealth Advisor High-Net-Worth Clients
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-03-06
Listing for:
Us Bank
Full Time
position Listed on 2026-03-06
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor, Financial Consultant, Financial Services
Job Description & How to Apply Below
A leading financial institution seeks a seasoned professional for wealth management focusing on high net worth clients. Responsibilities include managing client relationships and building a dedicated team to exceed client expectations. This role requires extensive experience in wealth management and offers a hybrid work environment with in-office requirements. Applicants must hold a bachelor's degree and have over 10 years in the field, with potential for additional qualifications such as CFA or CFP.
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Position Requirements
10+ Years
work experience
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