Private Wealth Advisor — High-Net-Worth Growth

Mycgfinancial; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation model

Professional development opportunities

Strong support structure

Job summary

A leading financial services firm is seeking a Private Wealth Advisor in Charlotte, NC, to manage relationships with high-net-worth clients and develop new opportunities. The ideal candidate has a Bachelor’s degree in Finance or a related field, CFP® designation, and over 5 years of experience. Responsibilities include delivering comprehensive wealth management strategies, collaborating with specialists, and achieving client satisfaction. The firm provides a competitive compensation model and strong support for professional growth.

Qualifications

• 5+ years serving high-net-worth clients.
• Strong business development track record.
• Self-driven, curious, high-integrity professional.

Responsibilities

• Serve as the primary advisor for high-net-worth and ultra-high-net-worth clients.
• Deliver comprehensive wealth management strategies.
• Proactively identify, cultivate, and convert new client relationships.
• Collaborate with specialists to deliver a seamless wealth experience.

Skills

Business development

Excellent communication

Relationship management

Self-motivation

Curiosity

Education

Bachelor’s degree in Finance, Business, Economics, or related field

CFP®, ChFC, CPWA

Series 65

Job description

A leading financial services firm is seeking a Private Wealth Advisor in Charlotte, NC, to manage relationships with high-net-worth clients and develop new opportunities. The ideal candidate has a Bachelor’s degree in Finance or a related field, CFP® designation, and over 5 years of experience. Responsibilities include delivering comprehensive wealth management strategies, collaborating with specialists, and achieving client satisfaction. The firm provides a competitive compensation model and strong support for professional growth.