Senior Private Wealth Advisor UHNW Clients; Hybrid
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-24
Listing for:
U.S. Bank
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Financial Services, Wealth Management
Job Description & How to Apply Below
A prominent financial institution is seeking a Private Wealth Advisor in Charlotte, NC. This role involves managing and deepening client relationships, advising on wealth planning, and collaborating with specialists for superior service. The ideal candidate has extensive experience with high-net-worth clients, strong communication skills, and holds a bachelor's degree. Expected pay ranges from $140,000 to $175,000, reflecting qualifications and experience.
A hybrid work model allows flexible scheduling, ensuring work-life balance.
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Position Requirements
10+ Years
work experience
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