Wealth Advisor

Biltmore Family Office, LLC; Charlotte (NC); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Professional development

Career growth opportunities

Direct client exposure

Job summary

Biltmore Family Office, LLC in Charlotte, NC seeks an experienced Wealth Advisor to build and manage long-term relationships with ultra-high-net-worth clients, delivering sophisticated multi-generational wealth management guidance.

You will lead development of comprehensive strategies aligned with client objectives, coordinate with estate planners and investment professionals, and maintain the highest standards of confidentiality and professionalism in a highly personalized service environment.

Qualifications

• 8+ years of experience in wealth management or family office settings.
• Experience serving ultra-high-net-worth individuals and families.
• Strong knowledge of wealth management strategies and estate planning.

Responsibilities

• Serve as trusted advisor and primary relationship manager for ultra-high-net-worth clients.
• Lead development of comprehensive wealth management strategies aligned with clients’ objectives and values.
• Coordinate with estate attorneys, CPAs, investment managers and other specialists.

Skills

Relationship management

Communication

Client service

Analytical thinking

Integrity

Discretion

Multigenerational wealth

Education

Bachelor's degree

Job description

Company Description

Biltmore Family Office, LLC is a multi-family office firm serving ultra-high-net-worth individuals and families nationwide with comprehensive, client-centered wealth management solutions. Based in Charlotte, NC, the firm focuses on long-term relationships, objective advice, and tailored strategies that align with each client’s goals and values. Biltmore Family Office emphasizes a collaborative, team-oriented environment where professionals can contribute meaningfully to clients’ financial wellbeing. The firm values integrity, transparency, and thoughtful planning in all aspects of its business.

Location

Location: Charlotte, NC

Employment Type

Employment Type: Full-Time

Experience Level

Experience Level: 8+ Years

About the Role

We are seeking an experienced Wealth Advisor to join our team and serve as a trusted advisor to ultra-high-net-worth individuals and families. This role will be responsible for cultivating and maintaining long-term client relationships while providing sophisticated multi-generational wealth management advice.

The ideal candidate brings a strong understanding of the complexities associated with family office clients, excellent relationship-management skills, and a high level of professionalism and discretion.

Key Responsibilities

• Serve as a trusted advisor and primary relationship manager for ultra-high-net-worth clients.
• Lead the development of comprehensive wealth management strategies aligned with clients' financial objectives, values, and long-term goals.
• Coordinate with internal and external professionals, including estate attorneys, CPAs, investment managers and other specialists.
• Identify opportunities to enhance clients' financial outcomes and proactively address needs.
• Plan, organize and lead periodic client meetings.
• Implement and monitor client estate plans and provide ongoing guidance.
• Maintain a deep understanding of each client's financial circumstances, priorities, and long-term objectives.
• Cultivate strong, enduring client relationships through exceptional service, responsiveness, and discretion.
• Maintain the highest standards of confidentiality, fiduciary responsibility, ethics, and professionalism.

Qualifications & Requirements

• 8+ years of relevant experience in wealth management, financial planning, family office, or a related field.
• Demonstrated experience working with high-net-worth and/or ultra-high-net-worth individuals and families.
• Strong knowledge of wealth management strategies and estate planning.
• Exceptional interpersonal, communication, presentation, and relationship-management skills.
• Ability to manage complex client relationships and collaborate effectively with multiple internal and external professionals.
• Strong analytical, organizational, and problem-solving capabilities.
• High degree of integrity, judgment, and attention to detail.
• Ability to operate effectively in a sophisticated, highly personalized client-service environment.
• Bachelor's degree required.

Preferred Qualifications

• A CPA, CFP, law degree or other recognized wealth management or financial services designation is a strong plus.
• Experience managing complex multigenerational families and strong technical knowledge in wealth planning, estate planning, tax concepts, private investments, or philanthropy is highly valued.

What We Offer

• Opportunity to work directly with sophisticated family office clients.
• Collaborative environment with access to firm partners and other experienced firm professionals with expertise in estate, tax and investments.
• Exposure to complex, multigenerational wealth planning strategies.
• Competitive compensation and benefits package.
• Professional development and opportunities for long-term career growth.