Hybrid Wealth Management Advisor Affluent Clients
Job in
Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listed on 2026-01-28
Listing for:
Nuveen
Full Time
position Listed on 2026-01-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Wealth Management
Job Description & How to Apply Below
A financial services firm is seeking a Wealth Management Advisor in Charlotte, NC. The advisor will partner with affluent clients to identify financial goals, offering tailored investment solutions. Candidates should have over 5 years of experience managing client relationships and a preferred university degree. The role offers a hybrid work environment and competitive compensation packages, including incentives based on performance.
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