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Senior Wealth Advisor: High-Net-Worth Growth & Planning PTO
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-08-17
Listing for:
Nbutexas
Full Time
position Listed on 2026-08-17
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Nbutexas, a Fortune 500 financial institution, seeks an accomplished Wealth Advisor to guide high-net-worth clients and manage a transferable book of business. This role offers substantial growth opportunities and access to advanced tools to support client success.
You will grow AUM, deliver holistic financial planning, and collaborate with advisors while leveraging technology-enabled advisory models to help clients achieve their long-term goals.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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