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Wealth Advisory Manager | Lead Planning Team; Partial Remote
Remote / Online - Candidates ideally in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-04-23
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for:
Modera Wealth Management
Remote/Work from Home
position Listed on 2026-04-23
Job specializations:
-
Management
Wealth Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A financial services firm in Charlotte is seeking an Advisory Manager to lead a team of financial planning associates. Responsibilities include mentoring team members and ensuring high-quality support for clients. Candidates should have a bachelor's degree, CFP or CFA certification, and 5-8 years of relevant experience.
This role offers performance-based bonuses, a 401(k) plan, health benefits, and opportunities for professional growth, with a salary range of $ annually.
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