Estate Planning Attorney to Client Advisor
Listed on 2026-10-06
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Summit Driven is seeking a Client Advisor in Charlotte, NC to transition from a law practice or bring strong financial planning experience into a relationship-focused role with high-net-worth clients.
You will develop comprehensive financial plans, collaborate with a team of specialists, and coordinate with CPAs and other professionals to meet client needs while managing a portfolio of relationships and delivering top-tier advice.
Are you ready to take on the Estate Planning Attorney to Client Advisor role at Summit Driven?
We would love to welcome a new Estate Planning Attorney to Client Advisor to our group in Charlotte, NC, United States.
For the Estate Planning Attorney to Client Advisor position at Summit Driven, we are reviewing applications now.
Step into the Estate Planning Attorney to Client Advisor role at Summit Driven in Charlotte, NC, United States and grow with us.
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