Private Wealth Advisor

Coda Search│Staffing; Charlotte (NC); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading financial services firm in Charlotte is looking for an experienced Senior Vice President / Managing Director to join their advisory team. The role involves acting as a primary advisor to high net worth families, managing investments, estate planning, and philanthropy. Candidates should have a minimum of 10 years in wealth management and a portable book of at least $25 million in assets. The position offers a competitive base salary, performance-based incentives, and a pathway to ownership.

Qualifications

• 10+ years of experience in a multi-family office, private bank, or RIA.
• Demonstrated ability to manage relationships with HNW & UHNW individuals.
• Proven record in client origination and transitioning assets.

Responsibilities

• Act as primary advisor for HNW & UHNW clients.
• Deliver holistic wealth advice including investments and philanthropy.
• Grow a portable book of at least $25 million in assets.

Skills

Advising High Net Worth (HNW) individuals

Client relationship building

Investment acumen

Estate and tax planning

Interpersonal skills

Education

Professional designations (CFA, CFP, JD, or CPA)

Job description

A multi-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing to the firm’s continued growth. Candidates must bring a proven portable book of business of at least $25 million in client assets.

Key Responsibilities

• Act as the primary advisor managing complex relationships with HNW & UHNW individuals, families, and business owners.
• Deliver holistic wealth advice across investments, estate and tax planning, family governance, and philanthropy, leveraging the firm’s institutional resources.
• Transition and grow a portable book of at least $25MM, with support from the firm’s platform and business development resources.
• Partner with the investment team to construct and oversee customized portfolios aligned with client objectives and long-term goals.
• Cultivate new relationships through personal networks, centers of influence, and referrals, expanding the firm’s HNW & UHNW client base.
• Collaborate with senior leadership on strategic initiatives designed to enhance client experience and drive growth.
• Mentor junior advisors and contribute to the development of next-generation client service talent.

Qualifications

• 10+ years of experience advising HNW & UHNW individuals and families within a multi-family office, private bank, or RIA.
• Demonstrated ability to build and deepen client relationships across multiple generations.
• Proven record of originating new client relationships and transitioning assets; must bring a portable book of at least $25MM in investable assets.
• Strong investment and planning acumen, with the ability to coordinate across estate, tax, and philanthropic needs.
• Professional designations such as CFA, CFP, JD, or CPA are strongly preferred.
• Highly polished interpersonal, communication, and client service skills.

Compensation

Competitive base salary, performance-based incentives, pathway to ownership, and long-term upside aligned with client and firm growth.

Seniority level

• Director

Employment type

• Full-time

Job function

• Sales, Business Development, and Finance

Industries

• Financial Services
• Investment Advice
• Investment Management

Benefits

• Medical insurance
• Vision insurance
• 401(k)